SWA
OKLO

SOA Wealth Advisors’s Oklo OKLO Stock Holding History

SOA Wealth Advisors’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 		$60.1K Buy
1,148
+25
+2% +$1.56K 0.01% 356
2026
Q1 		$55.7K Hold
1,123
– – 0.01% 346
2025
Q4 		$80.6K Buy
1,123
+25
+2% +$2.79K 0.01% 303
2025
Q3 		$123K Hold
1,098
– – 0.02% 268
2025
Q2 		$61.5K Hold
1,098
– – 0.01% 332
2025
Q1 		$23.8K Hold
1,098
– – 0.01% 444
2024
Q4 		$23.3K Buy
+1,098
New +$21.3K ﹤0.01% 432

Other funds holding OKLO

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
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SOA Wealth Advisors's OKLO Position: Q2 2026 in Review

SOA Wealth Advisors increased its Oklo (OKLO) stake by 2.2% in Q2 2026, buying an estimated $1.56K and bringing the position to 1,148 shares worth $60.1K. The position accounts for 0.01% of the portfolio, ranked #356.

SOA Wealth Advisors first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $123K in Q3 2025. 104 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • SOA Wealth Advisors held 1,148 shares of Oklo worth $60.1K as of Q2 2026.
  • SOA Wealth Advisors bought 25 Oklo shares in Q2 2026, an estimated $1.56K.
  • Oklo made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #356 holding.
  • SOA Wealth Advisors first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • SOA Wealth Advisors's Oklo position peaked at $123K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.