SPC
OKLO

Sigma Planning Corp’s Oklo OKLO Stock Holding History

Sigma Planning Corp’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 		$627K Buy
11,991
+3,211
+37% +$200K 0.02% 809
2026
Q1 		$435K Buy
8,780
+1,605
+22% +$115K 0.01% 889
2025
Q4 		$515K Buy
7,175
+2,611
+57% +$291K 0.01% 786
2025
Q3 		$509K Buy
+4,564
New +$357K 0.01% 807

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

Sigma Planning Corp's OKLO Position: Q2 2026 in Review

Sigma Planning Corp increased its Oklo (OKLO) stake by 37% in Q2 2026, buying an estimated $200K and bringing the position to 11,991 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #809.

Sigma Planning Corp first reported a position in OKLO in Q3 2025 and has held it in 4 quarters since. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Sigma Planning Corp held 11,991 shares of Oklo worth $627K as of Q2 2026.
  • Sigma Planning Corp bought 3,211 Oklo shares in Q2 2026, an estimated $200K.
  • Oklo made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #809 holding.
  • Sigma Planning Corp first reported a position in Oklo in Q3 2025 and has held it in 4 quarters since.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.