Jones Financial Companies
OKLO

Jones Financial Companies’s Oklo OKLO Stock Holding History

Jones Financial Companies’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 		$6.41M Buy
128,241
+24,126
+23% +$1.51M ﹤0.01% 1077
2026
Q1 		$5.23M Buy
104,115
+18,768
+22% +$1.35M ﹤0.01% 1054
2025
Q4 		$6.12M Buy
85,347
+15,796
+23% +$1.76M ﹤0.01% 582
2025
Q3 		$7.69M Buy
69,551
+14,336
+26% +$1.12M 0.01% 465
2025
Q2 		$3.05M Buy
55,215
+21,345
+63% +$823K ﹤0.01% 645
2025
Q1 		$758K Buy
33,870
+27,677
+447% +$935K ﹤0.01% 972
2024
Q4 		$131K Buy
+6,193
New +$120K ﹤0.01% 1525

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 $3.38T AUM 44.17% 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

Jones Financial Companies's OKLO Position: Q2 2026 in Review

Jones Financial Companies increased its Oklo (OKLO) stake by 23% in Q2 2026, buying an estimated $1.51M and bringing the position to 128,241 shares worth $6.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Jones Financial Companies first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.69M in Q3 2025. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Jones Financial Companies held 128,241 shares of Oklo worth $6.41M as of Q2 2026.
  • Jones Financial Companies bought 24,126 Oklo shares in Q2 2026, an estimated $1.51M.
  • Oklo made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1077 holding.
  • Jones Financial Companies first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Oklo position peaked at $7.69M in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.