FAIM
OKLO

Financial Advocates Investment Management’s Oklo OKLO Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-11,387
Closed -$638K – 627
2025
Q2 		$638K Buy
11,387
+455
+4% +$17.5K 0.05% 308
2025
Q1 		$236K Sell
10,932
-419
-4% -$14.2K 0.02% 629
2024
Q4 		$241K Buy
+11,351
New +$220K 0.01% 655

Other funds holding OKLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Advocates Investment Management's OKLO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Oklo (OKLO) in Q3 2025, closing a stake of 11,387 shares — an estimated $638K sold.

Financial Advocates Investment Management first reported a position in OKLO in Q4 2024 and held it in 3 quarters. The position peaked at $638K in Q2 2025. 639 funds tracked by Wall St. Rank hold OKLO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Oklo position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,387 Oklo shares in Q3 2025, an estimated $638K.
  • Financial Advocates Investment Management first reported a position in Oklo in Q4 2024 and held it in 3 quarters.
  • Financial Advocates Investment Management's Oklo position peaked at $638K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Oklo as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.