SFS
OKLO

Sowell Financial Services’s Oklo OKLO Stock Holding History

Sowell Financial Services’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 		$1.22M Buy
23,313
+1,738
+8% +$108K 0.04% 415
2026
Q1 		$1.07M Buy
21,575
+260
+1% +$18.7K 0.04% 422
2025
Q4 		$1.53M Sell
21,315
-4,878
-19% -$544K 0.06% 335
2025
Q3 		$2.92M Buy
26,193
+2,976
+13% +$233K 0.11% 191
2025
Q2 		$1.3M Buy
23,217
+7,942
+52% +$306K 0.05% 349
2025
Q1 		$330K Buy
15,275
+782
+5% +$26.4K 0.02% 721
2024
Q4 		$308K Buy
+14,493
New +$281K 0.02% 468

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

Sowell Financial Services's OKLO Position: Q2 2026 in Review

Sowell Financial Services increased its Oklo (OKLO) stake by 8.1% in Q2 2026, buying an estimated $108K and bringing the position to 23,313 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #415.

Sowell Financial Services first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.92M in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Sowell Financial Services held 23,313 shares of Oklo worth $1.22M as of Q2 2026.
  • Sowell Financial Services bought 1,738 Oklo shares in Q2 2026, an estimated $108K.
  • Oklo made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #415 holding.
  • Sowell Financial Services first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • Sowell Financial Services's Oklo position peaked at $2.92M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.