OC
OKLO

Oakworth Capital’s Oklo OKLO Stock Holding History

Oakworth Capital’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 		$12.2K Hold
233
– – ﹤0.01% 676
2026
Q1 		$11.6K Hold
233
– – ﹤0.01% 645
2025
Q4 		$16.7K Buy
+233
New +$26K ﹤0.01% 592

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
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Oakworth Capital's OKLO Position: Q2 2026 in Review

Oakworth Capital held its Oklo (OKLO) position steady in Q2 2026 at 233 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Oakworth Capital first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.7K in Q4 2025. 271 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Oakworth Capital held 233 shares of Oklo worth $12.2K as of Q2 2026.
  • Oakworth Capital left its Oklo share count unchanged in Q2 2026.
  • Oklo made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #676 holding.
  • Oakworth Capital first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
  • Oakworth Capital's Oklo position peaked at $16.7K in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.