RPGNY
OKLO

Retirement Planning Group (New York)’s Oklo OKLO Stock Holding History

Retirement Planning Group (New York)’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 		$227K Buy
+4,347
New +$271K 0.12% 101

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

Retirement Planning Group (New York)'s OKLO Position: Q2 2026 in Review

Retirement Planning Group (New York) opened a new position in Oklo (OKLO) in Q2 2026: 4,347 shares worth $227K. The stake represents 0.12% of the portfolio and ranks #101 among its holdings.

668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Retirement Planning Group (New York) held 4,347 shares of Oklo worth $227K as of Q2 2026.
  • Oklo was a new Retirement Planning Group (New York) position in Q2 2026.
  • Oklo made up 0.12% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #101 holding.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.