Nikulski Financial
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Nikulski Financial’s Oklo OKLO Stock Holding History

Nikulski Financial’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 		$607K Buy
16,403
+5,133
+46% +$217K 0.13% 113
2026
Q2 		$590K Buy
11,270
+68
+0.6% +$4.24K 0.13% 128
2026
Q1 		$556K Buy
11,202
+7,041
+169% +$506K 0.14% 124
2025
Q4 		$299K Buy
+4,161
New +$464K 0.07% 149

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

Nikulski Financial's OKLO Position: Q3 2026 in Review

Nikulski Financial increased its Oklo (OKLO) stake by 46% in Q3 2026, buying an estimated $217K and bringing the position to 16,403 shares worth $607K. The position accounts for 0.13% of the portfolio, ranked #113.

Nikulski Financial first reported a position in OKLO in Q4 2025 and has held it in 4 quarters since. 343 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Nikulski Financial held 16,403 shares of Oklo worth $607K as of Q3 2026.
  • Nikulski Financial bought 5,133 Oklo shares in Q3 2026, an estimated $217K.
  • Oklo made up 0.13% of Nikulski Financial's portfolio in Q3 2026, its #113 holding.
  • Nikulski Financial first reported a position in Oklo in Q4 2025 and has held it in 4 quarters since.
  • 343 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Nikulski Financial's 13F filing for Q3 2026, filed 6 Nov 2026.