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 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

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

Key Financial Inc's OKLO Position: Q2 2026 in Review

Key Financial Inc held its Oklo (OKLO) position steady in Q2 2026 at 110 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Key Financial Inc first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.89K in Q4 2025. 672 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Key Financial Inc held 110 shares of Oklo worth $5.76K as of Q2 2026.
Key Financial Inc left its Oklo share count unchanged in Q2 2026.
Oklo made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #988 holding.
Key Financial Inc first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
Key Financial Inc's Oklo position peaked at $7.89K in Q4 2025.
672 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.