Key Financial Inc
OKLO icon

Key Financial Inc’s Oklo OKLO Stock Holding History

Key Financial Inc’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 		$4.07K Hold
110
– – ﹤0.01% 1032
2026
Q2 		$5.76K Hold
110
– – ﹤0.01% 988
2026
Q1 		$5.46K Hold
110
– – ﹤0.01% 1020
2025
Q4 		$7.89K Buy
+110
New +$12.3K ﹤0.01% 940

Other funds holding OKLO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Key Financial Inc's OKLO Position: Q3 2026 in Review

Key Financial Inc held its Oklo (OKLO) position steady in Q3 2026 at 110 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Key Financial Inc first reported a position in OKLO in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.89K in Q4 2025. 327 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Key Financial Inc held 110 shares of Oklo worth $4.07K as of Q3 2026.
  • Key Financial Inc left its Oklo share count unchanged in Q3 2026.
  • Oklo made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1032 holding.
  • Key Financial Inc first reported a position in Oklo in Q4 2025 and has held it in 4 quarters since.
  • Key Financial Inc's Oklo position peaked at $7.89K in Q4 2025.
  • 327 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.