James T. Borello
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James T. Borello’s Oklo OKLO Stock Holding History

James T. Borello’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 		$4.66K Buy
+126
New +$5.32K ﹤0.01% 798
2026
Q1 		– Sell
-8
Closed -$574 – 1257
2025
Q4 		$574 Buy
+8
New +$892 ﹤0.01% 931

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

James T. Borello's OKLO Position: Q3 2026 in Review

James T. Borello opened a new position in Oklo (OKLO) in Q3 2026: 126 shares worth $4.66K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: James T. Borello previously reported a position in OKLO as recently as Q4 2025.

James T. Borello first reported a position in OKLO in Q4 2025 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • James T. Borello held 126 shares of Oklo worth $4.66K as of Q3 2026.
  • Oklo was a new James T. Borello position in Q3 2026.
  • Oklo made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #798 holding.
  • James T. Borello first reported a position in Oklo in Q4 2025 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.