Principal Financial Group
OKLO

Principal Financial Group’s Oklo OKLO Stock Holding History

Principal Financial Group’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 		– Sell
-19,309
Closed -$958K – 2275
2026
Q1 		$958K Buy
19,309
+928
+5% +$66.7K ﹤0.01% 1951
2025
Q4 		$1.32M Buy
18,381
+10,627
+137% +$1.19M ﹤0.01% 1911
2025
Q3 		$866K Buy
7,754
+658
+9% +$51.5K ﹤0.01% 1953
2025
Q2 		$397K Buy
+7,096
New +$274K ﹤0.01% 2026

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 $3.37T AUM 44.26% 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

Principal Financial Group's OKLO Position: Q2 2026 in Review

Principal Financial Group sold out of Oklo (OKLO) in Q2 2026, closing a stake of 19,309 shares — an estimated $958K sold.

Principal Financial Group first reported a position in OKLO in Q2 2025 and held it in 4 quarters. The position peaked at $1.32M in Q4 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Principal Financial Group reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
  • Principal Financial Group sold 19,309 Oklo shares in Q2 2026, an estimated $958K.
  • Principal Financial Group first reported a position in Oklo in Q2 2025 and held it in 4 quarters.
  • Principal Financial Group's Oklo position peaked at $1.32M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.