FFA
OKLO

Farther Finance Advisors’s Oklo OKLO Stock Holding History

Farther Finance 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
2026
Q3 		$560K Buy
15,123
+4,613
+44% +$195K ﹤0.01% 1505
2026
Q2 		$550K Buy
10,510
+464
+5% +$29K ﹤0.01% 1491
2026
Q1 		$483K Sell
10,046
-238
-2% -$17.1K ﹤0.01% 1423
2025
Q4 		$738K Sell
10,284
-301
-3% -$33.6K 0.01% 1073
2025
Q3 		$1.18M Buy
10,585
+2,435
+30% +$191K 0.02% 644
2025
Q2 		$456K Buy
8,150
+1,396
+21% +$53.8K 0.01% 947
2025
Q1 		$152K Sell
6,754
-12,859
-66% -$434K ﹤0.01% 1340
2024
Q4 		$416K Buy
+19,613
New +$380K 0.02% 662

Other funds holding OKLO

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Farther Finance Advisors's OKLO Position: Q3 2026 in Review

Farther Finance Advisors increased its Oklo (OKLO) stake by 44% in Q3 2026, buying an estimated $195K and bringing the position to 15,123 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Farther Finance Advisors first reported a position in OKLO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q3 2025. 17 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Farther Finance Advisors held 15,123 shares of Oklo worth $560K as of Q3 2026.
  • Farther Finance Advisors bought 4,613 Oklo shares in Q3 2026, an estimated $195K.
  • Oklo made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1505 holding.
  • Farther Finance Advisors first reported a position in Oklo in Q4 2024 and has held it in 8 quarters since.
  • Farther Finance Advisors's Oklo position peaked at $1.18M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.