JWCA
OKLO

J.W. Cole Advisors’s Oklo OKLO Stock Holding History

J.W. Cole Advisors’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 		$796K Buy
15,204
+1,289
+9% +$80.4K 0.01% 837
2026
Q1 		$690K Buy
13,915
+319
+2% +$22.9K 0.02% 455
2025
Q4 		$882K Sell
13,596
-3,549
-21% -$396K 0.02% 674
2025
Q3 		$1.91M Sell
17,145
-3,968
-19% -$311K 0.04% 478
2025
Q2 		$1.18M Buy
21,113
+1,587
+8% +$61.2K 0.03% 610
2025
Q1 		$422K Buy
+19,526
New +$660K 0.01% 817

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

J.W. Cole Advisors's OKLO Position: Q2 2026 in Review

J.W. Cole Advisors increased its Oklo (OKLO) stake by 9.3% in Q2 2026, buying an estimated $80.4K and bringing the position to 15,204 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #837.

J.W. Cole Advisors first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.91M in Q3 2025. 184 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • J.W. Cole Advisors held 15,204 shares of Oklo worth $796K as of Q2 2026.
  • J.W. Cole Advisors bought 1,289 Oklo shares in Q2 2026, an estimated $80.4K.
  • Oklo made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #837 holding.
  • J.W. Cole Advisors first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
  • J.W. Cole Advisors's Oklo position peaked at $1.91M in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.