HFS
OKLO

Howard Financial Services’s Oklo OKLO Stock Holding History

Howard Financial Services’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 		$241K Buy
4,604
+80
+2% +$4.99K 0.02% 223
2026
Q1 		$224K Buy
4,524
+482
+12% +$34.7K 0.03% 208
2025
Q4 		$290K Sell
4,042
-291
-7% -$32.5K 0.03% 162
2025
Q3 		$484K Buy
4,333
+158
+4% +$12.4K 0.06% 113
2025
Q2 		$234K Buy
+4,175
New +$161K 0.03% 159

Other funds holding OKLO

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Howard Financial Services's OKLO Position: Q2 2026 in Review

Howard Financial Services increased its Oklo (OKLO) stake by 1.8% in Q2 2026, buying an estimated $4.99K and bringing the position to 4,604 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #223.

Howard Financial Services first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $484K in Q3 2025. 199 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Howard Financial Services held 4,604 shares of Oklo worth $241K as of Q2 2026.
  • Howard Financial Services bought 80 Oklo shares in Q2 2026, an estimated $4.99K.
  • Oklo made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #223 holding.
  • Howard Financial Services first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Howard Financial Services's Oklo position peaked at $484K in Q3 2025.
  • 199 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.