Stifel Financial
OKLO

Stifel Financial’s Oklo OKLO Stock Holding History

Stifel Financial’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 		$4.75M Buy
90,798
+37,952
+72% +$2.37M ﹤0.01% 1441
2026
Q1 		$2.62M Sell
52,846
-28,887
-35% -$2.08M ﹤0.01% 1763
2025
Q4 		$5.87M Sell
81,733
-2,053
-2% -$229K 0.01% 1243
2025
Q3 		$9.35M Buy
83,786
+7,510
+10% +$588K 0.01% 980
2025
Q2 		$4.27M Buy
76,276
+3,403
+5% +$131K ﹤0.01% 1335
2025
Q1 		$1.58M Sell
72,873
-44,153
-38% -$1.49M ﹤0.01% 1930
2024
Q4 		$2.48M Buy
117,026
+104,140
+808% +$2.02M ﹤0.01% 1629
2024
Q3 		$104K Buy
+12,886
New +$97.1K ﹤0.01% 3235

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

Stifel Financial's OKLO Position: Q2 2026 in Review

Stifel Financial increased its Oklo (OKLO) stake by 72% in Q2 2026, buying an estimated $2.37M and bringing the position to 90,798 shares worth $4.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Stifel Financial first reported a position in OKLO in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.35M in Q3 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Stifel Financial held 90,798 shares of Oklo worth $4.75M as of Q2 2026.
  • Stifel Financial bought 37,952 Oklo shares in Q2 2026, an estimated $2.37M.
  • Oklo made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1441 holding.
  • Stifel Financial first reported a position in Oklo in Q3 2024 and has held it in 8 quarters since.
  • Stifel Financial's Oklo position peaked at $9.35M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.