Private Client Services’s Oklo OKLO Stock Holding History

Private Client Services’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
2025 Q4	–	Sell	-1,978	Closed	-$221K	–	213
2025 Q3	$221K	Buy	+1,978	New	+$155K	0.07%	181

Other funds holding OKLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Private Client Services's OKLO Position: Q4 2025 in Review

Private Client Services sold out of Oklo (OKLO) in Q4 2025, closing a stake of 1,978 shares — an estimated $221K sold.

Private Client Services first reported a position in OKLO in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 683 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

Private Client Services reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
Private Client Services sold 1,978 Oklo shares in Q4 2025, an estimated $221K.
Private Client Services first reported a position in Oklo in Q3 2025 and held it in 1 quarter.
Private Client Services's Oklo position peaked at $221K in Q3 2025.
683 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Private Client Services's 13F filing for Q4 2025, filed 7 Jan 2026.