Optimize Financial’s Oklo OKLO Stock Holding History

Optimize 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
2025 Q3	–	Sell	-7,784	Closed	-$436K	–	451
2025 Q2	$436K	Buy	+7,784	New	+$300K	0.27%	98

Other funds holding OKLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimize Financial's OKLO Position: Q3 2025 in Review

Optimize Financial sold out of Oklo (OKLO) in Q3 2025, closing a stake of 7,784 shares — an estimated $436K sold.

Optimize Financial first reported a position in OKLO in Q2 2025 and held it in 1 quarter. The position peaked at $436K in Q2 2025. 639 funds tracked by Wall St. Rank hold OKLO as of Q3 2025.

Optimize Financial reported no remaining Oklo position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 7,784 Oklo shares in Q3 2025, an estimated $436K.
Optimize Financial first reported a position in Oklo in Q2 2025 and held it in 1 quarter.
Optimize Financial's Oklo position peaked at $436K in Q2 2025.
639 funds tracked by Wall St. Rank held Oklo as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.