HSA
OKLO

HBK Sorce Advisory’s Oklo OKLO Stock Holding History

HBK Sorce Advisory’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
Q2 		$389K Buy
9,038
+4,563
+102% +$285K 0.01% 443
2026
Q1 		$324K Buy
+4,475
New +$322K 0.01% 477
2025
Q4 		– Sell
-3,008
Closed -$516K – 674
2025
Q3 		$516K Buy
+3,008
New +$236K 0.01% 354

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

HBK Sorce Advisory's OKLO Position: Q2 2026 in Review

HBK Sorce Advisory increased its Oklo (OKLO) stake by 102% in Q2 2026, buying an estimated $285K and bringing the position to 9,038 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #443.

HBK Sorce Advisory first reported a position in OKLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $516K in Q3 2025. 342 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • HBK Sorce Advisory held 9,038 shares of Oklo worth $389K as of Q2 2026.
  • HBK Sorce Advisory bought 4,563 Oklo shares in Q2 2026, an estimated $285K.
  • Oklo made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #443 holding.
  • HBK Sorce Advisory first reported a position in Oklo in Q3 2025 and has held it in 3 quarters since.
  • HBK Sorce Advisory's Oklo position peaked at $516K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.