PFP
OKLO

Polaris Financial Partners’s Oklo OKLO Stock Holding History

Polaris Financial Partners’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
Q3 		$93K Buy
+2,460
New +$104K 0.04% 136

Other funds holding OKLO

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Polaris Financial Partners's OKLO Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Oklo (OKLO) in Q3 2026: 2,460 shares worth $93K. The stake represents 0.04% of the portfolio and ranks #136 among its holdings.

7 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Polaris Financial Partners held 2,460 shares of Oklo worth $93K as of Q3 2026.
  • Oklo was a new Polaris Financial Partners position in Q3 2026.
  • Oklo made up 0.04% of Polaris Financial Partners's portfolio in Q3 2026, its #136 holding.
  • 7 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.