SFS
OKLO

Stiles Financial Services’s Oklo OKLO Stock Holding History

Stiles 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 		$791K Buy
15,117
+1,345
+10% +$83.9K 0.2% 98
2026
Q1 		$683K Buy
13,772
+4,725
+52% +$340K 0.21% 102
2025
Q4 		$649K Buy
9,047
+4,317
+91% +$481K 0.2% 107
2025
Q3 		$528K Buy
4,730
+1,120
+31% +$87.7K 0.17% 117
2025
Q2 		$202K Buy
+3,610
New +$139K 0.07% 173

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

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

Stiles Financial Services increased its Oklo (OKLO) stake by 9.8% in Q2 2026, buying an estimated $83.9K and bringing the position to 15,117 shares worth $791K. The position accounts for 0.2% of the portfolio, ranked #98.

Stiles Financial Services first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Stiles Financial Services held 15,117 shares of Oklo worth $791K as of Q2 2026.
  • Stiles Financial Services bought 1,345 Oklo shares in Q2 2026, an estimated $83.9K.
  • Oklo made up 0.2% of Stiles Financial Services's portfolio in Q2 2026, its #98 holding.
  • Stiles Financial Services first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

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