OneAscent Financial Services
OKLO icon

OneAscent Financial Services’s Oklo OKLO Stock Holding History

OneAscent Financial Services’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 		$316K Sell
8,547
-5,632
-40% -$238K 0.02% 465
2026
Q2 		$742K Buy
14,179
+8,871
+167% +$554K 0.04% 292
2026
Q1 		$263K Buy
+5,308
New +$382K 0.01% 498

Other funds holding OKLO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

OneAscent Financial Services's OKLO Position: Q3 2026 in Review

OneAscent Financial Services reduced its Oklo (OKLO) stake by 40% in Q3 2026, selling an estimated $238K and leaving 8,547 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #465.

OneAscent Financial Services first reported a position in OKLO in Q1 2026 and has held it in 3 quarters since. The position peaked at $742K in Q2 2026. 359 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • OneAscent Financial Services held 8,547 shares of Oklo worth $316K as of Q3 2026.
  • OneAscent Financial Services sold 5,632 Oklo shares in Q3 2026, an estimated $238K.
  • Oklo made up 0.02% of OneAscent Financial Services's portfolio in Q3 2026, its #465 holding.
  • OneAscent Financial Services first reported a position in Oklo in Q1 2026 and has held it in 3 quarters since.
  • OneAscent Financial Services's Oklo position peaked at $742K in Q2 2026.
  • 359 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.