Kestra Advisory Services’s Oklo OKLO Stock Holding History

Kestra Advisory Services’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	$1.15M	Buy	30,935 +2	+0%	+$84	﹤0.01%	1862
2026 Q2	$1.62M	Sell	30,933 -16,837	-35%	-$1.05M	0.01%	1482
2026 Q1	$2.37M	Buy	47,770 +6,081	+15%	+$437K	0.01%	1195
2025 Q4	$2.99M	Buy	41,689 +197	+0.5%	+$22K	0.01%	992
2025 Q3	$4.63M	Sell	41,492 -15,442	-27%	-$1.21M	0.02%	718
2025 Q2	$3.19M	Buy	56,934 +10,543	+23%	+$407K	0.02%	838
2025 Q1	$1M	Sell	46,391 -77,463	-63%	-$2.62M	﹤0.01%	1394
2024 Q4	$2.63M	Sell	123,854 -19,644	-14%	-$381K	0.01%	864
2024 Q3	$1.16M	Buy	143,498 +76,210	+113%	+$574K	0.01%	1244
2024 Q2	$570K	Buy	+67,288	New	+$757K	﹤0.01%	1690

Other funds holding OKLO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

Kestra Advisory Services's OKLO Position: Q3 2026 in Review

Kestra Advisory Services increased its Oklo (OKLO) stake by 0.01% in Q3 2026, buying an estimated $84 and bringing the position to 30,935 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Kestra Advisory Services first reported a position in OKLO in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.63M in Q3 2025. 294 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

Kestra Advisory Services held 30,935 shares of Oklo worth $1.15M as of Q3 2026.
Kestra Advisory Services bought 2 Oklo shares in Q3 2026, an estimated $84.
Oklo made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1862 holding.
Kestra Advisory Services first reported a position in Oklo in Q2 2024 and has held it in 10 quarters since.
Kestra Advisory Services's Oklo position peaked at $4.63M in Q3 2025.
294 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.