Financial Management Professionals
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Financial Management Professionals’s Oklo OKLO Stock Holding History

Financial Management Professionals’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 		$6.33K Buy
171
+5
+3% +$211 ﹤0.01% 642
2026
Q2 		$8.69K Buy
+166
New +$10.4K ﹤0.01% 610

Other funds holding OKLO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
United Capital Management of KS
United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

Financial Management Professionals's OKLO Position: Q3 2026 in Review

Financial Management Professionals increased its Oklo (OKLO) stake by 3% in Q3 2026, buying an estimated $211 and bringing the position to 171 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Financial Management Professionals first reported a position in OKLO in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.69K in Q2 2026. 294 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Financial Management Professionals held 171 shares of Oklo worth $6.33K as of Q3 2026.
  • Financial Management Professionals bought 5 Oklo shares in Q3 2026, an estimated $211.
  • Oklo made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #642 holding.
  • Financial Management Professionals first reported a position in Oklo in Q2 2026 and has held it in 2 quarters since.
  • Financial Management Professionals's Oklo position peaked at $8.69K in Q2 2026.
  • 294 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.