SFGP
OKLO

Stonebridge Financial Group (Pennsylvania)’s Oklo OKLO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-1,020
Closed -$22.1K – 986
2025
Q1 		$22.1K Buy
1,020
+73
+8% +$2.47K ﹤0.01% 481
2024
Q4 		$20.1K Buy
+947
New +$18.4K ﹤0.01% 496

Other funds holding OKLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s OKLO Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Oklo (OKLO) in Q2 2025, closing a stake of 1,020 shares — an estimated $22.1K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in OKLO in Q4 2024 and held it in 2 quarters. The position peaked at $22.1K in Q1 2025. 481 funds tracked by Wall St. Rank hold OKLO as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Oklo position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,020 Oklo shares in Q2 2025, an estimated $22.1K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Oklo in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Oklo position peaked at $22.1K in Q1 2025.
  • 481 funds tracked by Wall St. Rank held Oklo as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.