PFGIA
OKLO

Patriot Financial Group Insurance Agency’s Oklo OKLO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$453K Sell
8,656
-8,542
-50% -$533K 0.05% 325
2026
Q1 		$853K Buy
17,198
+11,253
+189% +$809K 0.05% 325
2025
Q4 		$427K Buy
5,945
+1,530
+35% +$171K 0.05% 319
2025
Q3 		$493K Buy
+4,415
New +$346K 0.06% 290

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Patriot Financial Group Insurance Agency's OKLO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Oklo (OKLO) stake by 50% in Q2 2026, selling an estimated $533K and leaving 8,656 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #325.

Patriot Financial Group Insurance Agency first reported a position in OKLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $853K in Q1 2026. 334 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 8,656 shares of Oklo worth $453K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 8,542 Oklo shares in Q2 2026, an estimated $533K.
  • Oklo made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #325 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Oklo in Q3 2025 and has held it in 4 quarters since.
  • Patriot Financial Group Insurance Agency's Oklo position peaked at $853K in Q1 2026.
  • 334 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.