Joule Financial’s Oklo OKLO Stock Holding History

Joule Financial’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	$426K	Buy	8,148 +385	+5%	+$24K	0.12%	71
2026 Q1	$385K	Sell	7,763 -68	-0.9%	-$4.89K	0.11%	74
2025 Q4	$562K	Sell	7,831 -519	-6%	-$57.9K	0.17%	59
2025 Q3	$932K	Sell	8,350 -8,878	-52%	-$695K	0.28%	42
2025 Q2	$965K	Sell	17,228 -218	-1%	-$8.41K	0.31%	39
2025 Q1	$377K	Sell	17,446 -75,014	-81%	-$2.53M	0.13%	74
2024 Q4	$1.96M	Sell	92,460 -41,803	-31%	-$810K	0.69%	24
2024 Q3	$1.09M	Buy	134,263 +75,290	+128%	+$567K	0.4%	32
2024 Q2	$500K	Buy	58,973 +22,630	+62%	+$255K	0.2%	56
2024 Q1	$415K	Buy	+36,343	New	+$391K	0.17%	66

Other funds holding OKLO

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

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Joule Financial's OKLO Position: Q2 2026 in Review

Joule Financial increased its Oklo (OKLO) stake by 5% in Q2 2026, buying an estimated $24K and bringing the position to 8,148 shares worth $426K. The position accounts for 0.12% of the portfolio, ranked #71.

Joule Financial first reported a position in OKLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.96M in Q4 2024. 160 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Joule Financial held 8,148 shares of Oklo worth $426K as of Q2 2026.
Joule Financial bought 385 Oklo shares in Q2 2026, an estimated $24K.
Oklo made up 0.12% of Joule Financial's portfolio in Q2 2026, its #71 holding.
Joule Financial first reported a position in Oklo in Q1 2024 and has held it in 10 quarters since.
Joule Financial's Oklo position peaked at $1.96M in Q4 2024.
160 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.