PI
OKLO

PFG Investments’s Oklo OKLO Stock Holding History

PFG Investments’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 		$440K Sell
8,401
-108
-1% -$6.74K 0.02% 738
2026
Q1 		$422K Buy
8,509
+3,697
+77% +$266K 0.02% 681
2025
Q4 		$345K Sell
4,812
-54,851
-92% -$6.12M 0.02% 734
2025
Q3 		$6.66M Buy
59,663
+6,350
+12% +$497K 0.35% 57
2025
Q2 		$2.98M Buy
53,313
+12,220
+30% +$471K 0.18% 110
2025
Q1 		$889K Sell
41,093
-4,622
-10% -$156K 0.06% 327
2024
Q4 		$971K Buy
+45,715
New +$886K 0.06% 304

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

PFG Investments's OKLO Position: Q2 2026 in Review

PFG Investments reduced its Oklo (OKLO) stake by 1.3% in Q2 2026, selling an estimated $6.74K and leaving 8,401 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #738.

PFG Investments first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.66M in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • PFG Investments held 8,401 shares of Oklo worth $440K as of Q2 2026.
  • PFG Investments sold 108 Oklo shares in Q2 2026, an estimated $6.74K.
  • Oklo made up 0.02% of PFG Investments's portfolio in Q2 2026, its #738 holding.
  • PFG Investments first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • PFG Investments's Oklo position peaked at $6.66M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.