PA
OKLO

PFG Advisors’s Oklo OKLO Stock Holding History

PFG Advisors’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 		$206K Buy
+3,930
New +$245K 0.01% 773
2025
Q3 		– Sell
-6,397
Closed -$358K – 842
2025
Q2 		$358K Buy
+6,397
New +$247K 0.02% 486

Other funds holding OKLO

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PFG Advisors's OKLO Position: Q2 2026 in Review

PFG Advisors opened a new position in Oklo (OKLO) in Q2 2026: 3,930 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: PFG Advisors previously reported a position in OKLO as recently as Q2 2025.

PFG Advisors first reported a position in OKLO in Q2 2025 and has held it in 2 quarters since. The position peaked at $358K in Q2 2025. 81 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • PFG Advisors held 3,930 shares of Oklo worth $206K as of Q2 2026.
  • Oklo was a new PFG Advisors position in Q2 2026.
  • Oklo made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #773 holding.
  • PFG Advisors first reported a position in Oklo in Q2 2025 and has held it in 2 quarters since.
  • PFG Advisors's Oklo position peaked at $358K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.