JFS Wealth Advisors’s Oklo OKLO Stock Holding History

JFS Wealth 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	$6.28K	Hold	120	–	–	﹤0.01%	1193
2026 Q1	$5.95K	Buy	+120	New	+$8.63K	﹤0.01%	1132

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JFS Wealth Advisors's OKLO Position: Q2 2026 in Review

JFS Wealth Advisors held its Oklo (OKLO) position steady in Q2 2026 at 120 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

JFS Wealth Advisors first reported a position in OKLO in Q1 2026 and has held it in 2 quarters since. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

JFS Wealth Advisors held 120 shares of Oklo worth $6.28K as of Q2 2026.
JFS Wealth Advisors left its Oklo share count unchanged in Q2 2026.
Oklo made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1193 holding.
JFS Wealth Advisors first reported a position in Oklo in Q1 2026 and has held it in 2 quarters since.
666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.