Evernest Financial Advisors’s Oklo OKLO Stock Holding History

Evernest Financial Advisors’s Portfolio OKLO Stock Details OKLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,349	Closed	-$262K	–	211
2025 Q3	$262K	Buy	+2,349	New	+$184K	0.07%	161

Other funds holding OKLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evernest Financial Advisors's OKLO Position: Q4 2025 in Review

Evernest Financial Advisors sold out of Oklo (OKLO) in Q4 2025, closing a stake of 2,349 shares — an estimated $262K sold.

Evernest Financial Advisors first reported a position in OKLO in Q3 2025 and held it in 1 quarter. The position peaked at $262K in Q3 2025. 683 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

Evernest Financial Advisors reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
Evernest Financial Advisors sold 2,349 Oklo shares in Q4 2025, an estimated $262K.
Evernest Financial Advisors first reported a position in Oklo in Q3 2025 and held it in 1 quarter.
Evernest Financial Advisors's Oklo position peaked at $262K in Q3 2025.
683 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Evernest Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.