SIS
OKLO

Sound Income Strategies’s Oklo OKLO Stock Holding History

Sound Income Strategies’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 		– Sell
-50
Closed -$2.4K – 2470
2026
Q1 		$2.4K Hold
50
– – ﹤0.01% 2105
2025
Q4 		$4.75K Sell
50
-50
-50% -$5.58K ﹤0.01% 1831
2025
Q3 		$13.8K Sell
100
-181
-64% -$14.2K ﹤0.01% 916
2025
Q2 		$15.7K Hold
281
– – ﹤0.01% 813
2025
Q1 		$6.08K Buy
281
+221
+368% +$7.47K ﹤0.01% 1020
2024
Q4 		$1.27K Hold
60
– – ﹤0.01% 1246
2024
Q3 		$485 Hold
60
– – ﹤0.01% 1315
2024
Q2 		$508 Buy
+60
New +$675 ﹤0.01% 1270

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 57.61% 1-Year Est. Return

Sound Income Strategies's OKLO Position: Q2 2026 in Review

Sound Income Strategies sold out of Oklo (OKLO) in Q2 2026, closing a stake of 50 shares — an estimated $2.4K sold.

Sound Income Strategies first reported a position in OKLO in Q2 2024 and held it in 8 quarters. The position peaked at $15.7K in Q2 2025. 458 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Sound Income Strategies reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 50 Oklo shares in Q2 2026, an estimated $2.4K.
  • Sound Income Strategies first reported a position in Oklo in Q2 2024 and held it in 8 quarters.
  • Sound Income Strategies's Oklo position peaked at $15.7K in Q2 2025.
  • 458 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.