IFG
OKLO

Independent Financial Group’s Oklo OKLO Stock Holding History

Independent Financial Group’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 		$914K Buy
17,473
+1,142
+7% +$71.3K 0.02% 728
2026
Q1 		$810K Sell
16,331
-5,797
-26% -$417K 0.02% 702
2025
Q4 		$1.59M Sell
22,128
-3,134
-12% -$350K 0.04% 458
2025
Q3 		$2.82M Buy
25,262
+16,971
+205% +$1.33M 0.07% 283
2025
Q2 		$464K Buy
+8,291
New +$320K 0.01% 811

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Financial Group's OKLO Position: Q2 2026 in Review

Independent Financial Group increased its Oklo (OKLO) stake by 7% in Q2 2026, buying an estimated $71.3K and bringing the position to 17,473 shares worth $914K. The position accounts for 0.02% of the portfolio, ranked #728.

Independent Financial Group first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.82M in Q3 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Independent Financial Group held 17,473 shares of Oklo worth $914K as of Q2 2026.
  • Independent Financial Group bought 1,142 Oklo shares in Q2 2026, an estimated $71.3K.
  • Oklo made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #728 holding.
  • Independent Financial Group first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Oklo position peaked at $2.82M in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.