PFG
OKLO

Putney Financial Group’s Oklo OKLO Stock Holding History

Putney 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 		$219K Sell
4,179
-78
-2% -$4.87K 0.2% 76
2026
Q1 		$211K Buy
+4,257
New +$306K 0.21% 82

Other funds holding OKLO

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
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Putney Financial Group reduced its Oklo (OKLO) stake by 1.8% in Q2 2026, selling an estimated $4.87K and leaving 4,179 shares worth $219K. The position accounts for 0.2% of the portfolio, ranked #76.

Putney Financial Group first reported a position in OKLO in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Putney Financial Group held 4,179 shares of Oklo worth $219K as of Q2 2026.
  • Putney Financial Group sold 78 Oklo shares in Q2 2026, an estimated $4.87K.
  • Oklo made up 0.2% of Putney Financial Group's portfolio in Q2 2026, its #76 holding.
  • Putney Financial Group first reported a position in Oklo in Q1 2026 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.