Janney Montgomery Scott
OKLO

Janney Montgomery Scott’s Oklo OKLO Stock Holding History

Janney Montgomery Scott’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 		$1.24M Buy
23,734
+2,378
+11% +$148K ﹤0.01% 1784
2026
Q1 		$1.06M Buy
21,356
+5,193
+32% +$373K ﹤0.01% 1618
2025
Q4 		$1.16M Buy
16,163
+340
+2% +$37.9K ﹤0.01% 1647
2025
Q3 		$1.77M Buy
15,823
+1,484
+10% +$116K ﹤0.01% 1382
2025
Q2 		$803K Buy
14,339
+2,106
+17% +$81.2K ﹤0.01% 1727
2025
Q1 		$265K Sell
12,233
-16,843
-58% -$569K ﹤0.01% 2377
2024
Q4 		$617K Sell
29,076
-28,704
-50% -$556K ﹤0.01% 1863
2024
Q3 		$467K Buy
+57,780
New +$435K ﹤0.01% 2021

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

Janney Montgomery Scott's OKLO Position: Q2 2026 in Review

Janney Montgomery Scott increased its Oklo (OKLO) stake by 11% in Q2 2026, buying an estimated $148K and bringing the position to 23,734 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Janney Montgomery Scott first reported a position in OKLO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.77M in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Janney Montgomery Scott held 23,734 shares of Oklo worth $1.24M as of Q2 2026.
  • Janney Montgomery Scott bought 2,378 Oklo shares in Q2 2026, an estimated $148K.
  • Oklo made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1784 holding.
  • Janney Montgomery Scott first reported a position in Oklo in Q3 2024 and has held it in 8 quarters since.
  • Janney Montgomery Scott's Oklo position peaked at $1.77M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.