LA
OKLO

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
Q2 		$413K Sell
7,889
-81
-1% -$5.05K 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

Mirae Asset Global Investments
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Handelsbanken Fonder
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

Legacy Advisors's OKLO Position: Q2 2026 in Review

Legacy Advisors reduced its Oklo (OKLO) stake by 1% in Q2 2026, selling an estimated $5.05K and leaving 7,889 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #204.

Legacy Advisors first reported a position in OKLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $893K in Q3 2025. 160 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Legacy Advisors held 7,889 shares of Oklo worth $413K as of Q2 2026.
  • Legacy Advisors sold 81 Oklo shares in Q2 2026, an estimated $5.05K.
  • Oklo made up 0.04% of Legacy Advisors's portfolio in Q2 2026, its #204 holding.
  • Legacy Advisors first reported a position in Oklo in Q3 2025 and has held it in 4 quarters since.
  • Legacy Advisors's Oklo position peaked at $893K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.