Private Trust Company’s Oklo OKLO Stock Holding History

Private Trust Company’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	$8.69K	Buy	166 +32	+24%	+$2K	﹤0.01%	2133
2026 Q1	$6.64K	Buy	134 +54	+68%	+$3.88K	﹤0.01%	2106
2025 Q4	$5.74K	Sell	80 -59	-42%	-$6.58K	﹤0.01%	2123
2025 Q3	$15.5K	Sell	139 -301	-68%	-$23.6K	﹤0.01%	1742
2025 Q2	$24.6K	Buy	+440	New	+$17K	﹤0.01%	1486

Other funds holding OKLO

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Private Trust Company's OKLO Position: Q2 2026 in Review

Private Trust Company increased its Oklo (OKLO) stake by 24% in Q2 2026, buying an estimated $2K and bringing the position to 166 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Private Trust Company first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $24.6K in Q2 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Private Trust Company held 166 shares of Oklo worth $8.69K as of Q2 2026.
Private Trust Company bought 32 Oklo shares in Q2 2026, an estimated $2K.
Oklo made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2133 holding.
Private Trust Company first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
Private Trust Company's Oklo position peaked at $24.6K in Q2 2025.
666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.