PWMAI
OKLO

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Oklo OKLO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-5
Closed -$412 – 573
2025
Q4 		$412 Buy
+5
New +$558 ﹤0.01% 506

Other funds holding OKLO

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s OKLO Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Oklo (OKLO) in Q1 2026, closing a stake of 5 shares — an estimated $412 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in OKLO in Q4 2025 and held it in 1 quarter. The position peaked at $412 in Q4 2025. 676 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5 Oklo shares in Q1 2026, an estimated $412.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Oklo in Q4 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Oklo position peaked at $412 in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.