SFG
OKLO

Sovereign Financial Group’s Oklo OKLO Stock Holding History

Sovereign Financial Group’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 		$216K Buy
+4,136
New +$258K 0.03% 348
2026
Q1 		– Sell
-4,432
Closed -$318K – 391
2025
Q4 		$318K Sell
4,432
-2,199
-33% -$245K 0.05% 263
2025
Q3 		$740K Sell
6,631
-44
-0.7% -$3.44K 0.14% 135
2025
Q2 		$374K Buy
+6,675
New +$257K 0.08% 218
2025
Q1 		– Sell
-21,719
Closed -$461K – 299
2024
Q4 		$461K Buy
+21,719
New +$421K 0.11% 174

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

Sovereign Financial Group's OKLO Position: Q2 2026 in Review

Sovereign Financial Group opened a new position in Oklo (OKLO) in Q2 2026: 4,136 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #348 among its holdings. This is a return to the name: Sovereign Financial Group previously reported a position in OKLO as recently as Q4 2025.

Sovereign Financial Group first reported a position in OKLO in Q4 2024 and has held it in 5 quarters since. The position peaked at $740K in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Sovereign Financial Group held 4,136 shares of Oklo worth $216K as of Q2 2026.
  • Oklo was a new Sovereign Financial Group position in Q2 2026.
  • Oklo made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #348 holding.
  • Sovereign Financial Group first reported a position in Oklo in Q4 2024 and has held it in 5 quarters since.
  • Sovereign Financial Group's Oklo position peaked at $740K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.