PIA
OKLO

Powell Investment Advisors’s Oklo OKLO Stock Holding History

Powell Investment 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 		$352K Hold
6,735
– – 0.11% 94
2026
Q1 		$334K Hold
6,735
– – 0.12% 104
2025
Q4 		$483K Hold
6,735
– – 0.17% 83
2025
Q3 		$752K Hold
6,735
– – 0.26% 60
2025
Q2 		$377K Buy
+6,735
New +$260K 0.14% 92

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Powell Investment Advisors's OKLO Position: Q2 2026 in Review

Powell Investment Advisors held its Oklo (OKLO) position steady in Q2 2026 at 6,735 shares worth $352K. The position accounts for 0.11% of the portfolio, ranked #94.

Powell Investment Advisors first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $752K in Q3 2025. 342 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Powell Investment Advisors held 6,735 shares of Oklo worth $352K as of Q2 2026.
  • Powell Investment Advisors left its Oklo share count unchanged in Q2 2026.
  • Oklo made up 0.11% of Powell Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Powell Investment Advisors first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Powell Investment Advisors's Oklo position peaked at $752K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.