PFG Private Wealth Management’s Oklo OKLO Stock Holding History

PFG Private Wealth Management’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 Q2	–	Sell	-588	Closed	-$12.7K	–	261
2025 Q1	$12.7K	Buy	+588	New	+$19.9K	0.01%	138

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

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

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

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

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PFG Private Wealth Management's OKLO Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Oklo (OKLO) in Q2 2025, closing a stake of 588 shares — an estimated $12.7K sold.

PFG Private Wealth Management first reported a position in OKLO in Q1 2025 and held it in 1 quarter. The position peaked at $12.7K in Q1 2025. 481 funds tracked by Wall St. Rank hold OKLO as of Q2 2025.

PFG Private Wealth Management reported no remaining Oklo position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 588 Oklo shares in Q2 2025, an estimated $12.7K.
PFG Private Wealth Management first reported a position in Oklo in Q1 2025 and held it in 1 quarter.
PFG Private Wealth Management's Oklo position peaked at $12.7K in Q1 2025.
481 funds tracked by Wall St. Rank held Oklo as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.