PMFA
OKLO

Plante Moran Financial Advisors’s Oklo OKLO Stock Holding History

Plante Moran Financial 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 		$523 Buy
+10
New +$624 ﹤0.01% 1103
2025
Q1 		– Sell
-500
Closed -$10.6K – 988
2024
Q4 		$10.6K Buy
+500
New +$9.69K ﹤0.01% 566

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's OKLO Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Oklo (OKLO) in Q2 2026: 10 shares worth $523. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in OKLO as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in OKLO in Q4 2024 and has held it in 2 quarters since. The position peaked at $10.6K in Q4 2024. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Plante Moran Financial Advisors held 10 shares of Oklo worth $523 as of Q2 2026.
  • Oklo was a new Plante Moran Financial Advisors position in Q2 2026.
  • Oklo made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1103 holding.
  • Plante Moran Financial Advisors first reported a position in Oklo in Q4 2024 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Oklo position peaked at $10.6K in Q4 2024.
  • 673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.