PFS
OKLO

Prospera Financial Services’s Oklo OKLO Stock Holding History

Prospera Financial 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
2026
Q2 		$2.6M Buy
49,663
+5,086
+11% +$317K 0.04% 443
2026
Q1 		$2.21M Sell
44,577
-4,480
-9% -$322K 0.04% 476
2025
Q4 		$3.52M Buy
49,057
+515
+1% +$57.4K 0.06% 331
2025
Q3 		$5.42M Sell
48,542
-2,893
-6% -$227K 0.09% 236
2025
Q2 		$2.88M Buy
51,435
+4,678
+10% +$180K 0.05% 359
2025
Q1 		$1.01M Buy
+46,757
New +$1.58M 0.02% 564

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

Prospera Financial Services's OKLO Position: Q2 2026 in Review

Prospera Financial Services increased its Oklo (OKLO) stake by 11% in Q2 2026, buying an estimated $317K and bringing the position to 49,663 shares worth $2.6M. The position accounts for 0.04% of the portfolio, ranked #443.

Prospera Financial Services first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.42M in Q3 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Prospera Financial Services held 49,663 shares of Oklo worth $2.6M as of Q2 2026.
  • Prospera Financial Services bought 5,086 Oklo shares in Q2 2026, an estimated $317K.
  • Oklo made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #443 holding.
  • Prospera Financial Services first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
  • Prospera Financial Services's Oklo position peaked at $5.42M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.