NFSG
OKLO

Newbridge Financial Services Group’s Oklo OKLO Stock Holding History

Newbridge Financial Services Group’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 		$604K Sell
11,550
-10,414
-47% -$650K 0.07% 157
2026
Q1 		$1.09M Buy
21,964
+8,309
+61% +$597K 0.18% 100
2025
Q4 		$980K Sell
13,655
-1,125
-8% -$125K 0.15% 111
2025
Q3 		$1.65M Buy
14,780
+418
+3% +$32.7K 0.25% 82
2025
Q2 		$804K Buy
14,362
+6,712
+88% +$259K 0.13% 130
2025
Q1 		$165K Sell
7,650
-600
-7% -$20.3K 0.04% 211
2024
Q4 		$175K Buy
+8,250
New +$160K 0.05% 221

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Newbridge Financial Services Group's OKLO Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Oklo (OKLO) stake by 47% in Q2 2026, selling an estimated $650K and leaving 11,550 shares worth $604K. The position accounts for 0.07% of the portfolio, ranked #157.

Newbridge Financial Services Group first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q3 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Newbridge Financial Services Group held 11,550 shares of Oklo worth $604K as of Q2 2026.
  • Newbridge Financial Services Group sold 10,414 Oklo shares in Q2 2026, an estimated $650K.
  • Oklo made up 0.07% of Newbridge Financial Services Group's portfolio in Q2 2026, its #157 holding.
  • Newbridge Financial Services Group first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • Newbridge Financial Services Group's Oklo position peaked at $1.65M in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.