SBF
OKLO

Sara-Bay Financial’s Oklo OKLO Stock Holding History

Sara-Bay Financial’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 		$374K Sell
7,150
-800
-10% -$49.9K 0.1% 65
2026
Q1 		$394K Buy
7,950
+1,500
+23% +$108K 0.12% 58
2025
Q4 		$462K Hold
6,450
– – 0.14% 55
2025
Q3 		$720K Buy
+6,450
New +$505K 0.2% 40

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

Sara-Bay Financial's OKLO Position: Q2 2026 in Review

Sara-Bay Financial reduced its Oklo (OKLO) stake by 10% in Q2 2026, selling an estimated $49.9K and leaving 7,150 shares worth $374K. The position accounts for 0.1% of the portfolio, ranked #65.

Sara-Bay Financial first reported a position in OKLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $720K in Q3 2025. 160 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Sara-Bay Financial held 7,150 shares of Oklo worth $374K as of Q2 2026.
  • Sara-Bay Financial sold 800 Oklo shares in Q2 2026, an estimated $49.9K.
  • Oklo made up 0.1% of Sara-Bay Financial's portfolio in Q2 2026, its #65 holding.
  • Sara-Bay Financial first reported a position in Oklo in Q3 2025 and has held it in 4 quarters since.
  • Sara-Bay Financial's Oklo position peaked at $720K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.