SWMP
OKLO

Signature Wealth Management Partners’s Oklo OKLO Stock Holding History

Signature Wealth Management Partners’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 		$226K Buy
4,321
+117
+3% +$7.3K 0.11% 112
2026
Q1 		$208K Hold
4,204
– – 0.1% 107
2025
Q4 		$302K Sell
4,204
-510
-11% -$56.9K 0.15% 92
2025
Q3 		$526K Sell
4,714
-2,125
-31% -$166K 0.28% 65
2025
Q2 		$383K Buy
+6,839
New +$264K 0.22% 71

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Signature Wealth Management Partners's OKLO Position: Q2 2026 in Review

Signature Wealth Management Partners increased its Oklo (OKLO) stake by 2.8% in Q2 2026, buying an estimated $7.3K and bringing the position to 4,321 shares worth $226K. The position accounts for 0.11% of the portfolio, ranked #112.

Signature Wealth Management Partners first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $526K in Q3 2025. 369 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Signature Wealth Management Partners held 4,321 shares of Oklo worth $226K as of Q2 2026.
  • Signature Wealth Management Partners bought 117 Oklo shares in Q2 2026, an estimated $7.3K.
  • Oklo made up 0.11% of Signature Wealth Management Partners's portfolio in Q2 2026, its #112 holding.
  • Signature Wealth Management Partners first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Signature Wealth Management Partners's Oklo position peaked at $526K in Q3 2025.
  • 369 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.