Moors & Cabot
OKLO icon

Moors & Cabot’s Oklo OKLO Stock Holding History

Moors & Cabot’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 		$832K Buy
22,478
+1,525
+7% +$64.4K 0.03% 426
2026
Q2 		$1.1M Buy
20,953
+1,511
+8% +$94.3K 0.04% 362
2026
Q1 		$964K Buy
19,442
+4,570
+31% +$329K 0.04% 381
2025
Q4 		$1.07M Sell
14,872
-906
-6% -$101K 0.05% 343
2025
Q3 		$1.76M Buy
15,778
+10,417
+194% +$816K 0.08% 234
2025
Q2 		$300K Buy
+5,361
New +$207K 0.01% 647

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

Moors & Cabot's OKLO Position: Q3 2026 in Review

Moors & Cabot increased its Oklo (OKLO) stake by 7.3% in Q3 2026, buying an estimated $64.4K and bringing the position to 22,478 shares worth $832K. The position accounts for 0.03% of the portfolio, ranked #426.

Moors & Cabot first reported a position in OKLO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.76M in Q3 2025. 337 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Moors & Cabot held 22,478 shares of Oklo worth $832K as of Q3 2026.
  • Moors & Cabot bought 1,525 Oklo shares in Q3 2026, an estimated $64.4K.
  • Oklo made up 0.03% of Moors & Cabot's portfolio in Q3 2026, its #426 holding.
  • Moors & Cabot first reported a position in Oklo in Q2 2025 and has held it in 6 quarters since.
  • Moors & Cabot's Oklo position peaked at $1.76M in Q3 2025.
  • 337 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.