Howard Financial Services
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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
Q3 		– Sell
-4,604
Closed -$241K – 248
2026
Q2 		$241K Buy
4,604
+80
+2% +$4.99K 0.03% 201
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

Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Westwood Wealth Management
Westwood Wealth Management Los Angeles, California $353M AUM 93.48% 1-Year Est. Return
Leonteq Securities AG
Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Howard Financial Services's OKLO Position: Q3 2026 in Review

Howard Financial Services sold out of Oklo (OKLO) in Q3 2026, closing a stake of 4,604 shares — an estimated $241K sold.

Howard Financial Services first reported a position in OKLO in Q2 2025 and held it in 5 quarters. The position peaked at $484K in Q3 2025. 201 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Howard Financial Services reported no remaining Oklo position as of Q3 2026 after selling out during the quarter.
  • Howard Financial Services sold 4,604 Oklo shares in Q3 2026, an estimated $241K.
  • Howard Financial Services first reported a position in Oklo in Q2 2025 and held it in 5 quarters.
  • Howard Financial Services's Oklo position peaked at $484K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.