Legacy Advisors
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Legacy Advisors’s Oklo OKLO Stock Holding History

Legacy Advisors’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 		$285K Sell
7,703
-186
-2% -$7.86K 0.03% 241
2026
Q2 		$413K Sell
7,889
-81
-1% -$5.06K 0.04% 204
2026
Q1 		$395K Sell
7,970
-33
-0.4% -$2.37K 0.05% 183
2025
Q4 		$574K Hold
8,003
– – 0.06% 150
2025
Q3 		$893K Buy
+8,003
New +$627K 0.11% 103

Other funds holding OKLO

Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Legacy Advisors's OKLO Position: Q3 2026 in Review

Legacy Advisors reduced its Oklo (OKLO) stake by 2.4% in Q3 2026, selling an estimated $7.86K and leaving 7,703 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #241.

Legacy Advisors first reported a position in OKLO in Q3 2025 and has held it in 5 quarters since. The position peaked at $893K in Q3 2025. 155 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Legacy Advisors held 7,703 shares of Oklo worth $285K as of Q3 2026.
  • Legacy Advisors sold 186 Oklo shares in Q3 2026, an estimated $7.86K.
  • Oklo made up 0.03% of Legacy Advisors's portfolio in Q3 2026, its #241 holding.
  • Legacy Advisors first reported a position in Oklo in Q3 2025 and has held it in 5 quarters since.
  • Legacy Advisors's Oklo position peaked at $893K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.