PVI
OKLO

Pine Valley Investments’s Oklo OKLO Stock Holding History

Pine Valley 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 		$1.19M Buy
22,834
+3,356
+17% +$209K 0.05% 286
2026
Q1 		$966K Buy
19,478
+7,557
+63% +$543K 0.04% 301
2025
Q4 		$855K Buy
+11,921
New +$1.33M 0.04% 293

Other funds holding OKLO

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pine Valley Investments's OKLO Position: Q2 2026 in Review

Pine Valley Investments increased its Oklo (OKLO) stake by 17% in Q2 2026, buying an estimated $209K and bringing the position to 22,834 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #286.

Pine Valley Investments first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Pine Valley Investments held 22,834 shares of Oklo worth $1.19M as of Q2 2026.
  • Pine Valley Investments bought 3,356 Oklo shares in Q2 2026, an estimated $209K.
  • Oklo made up 0.05% of Pine Valley Investments's portfolio in Q2 2026, its #286 holding.
  • Pine Valley Investments first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.