SF
OKLO

Summit Financial’s Oklo OKLO Stock Holding History

Summit 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 		$623K Buy
11,907
+3,075
+35% +$192K 0.01% 1018
2026
Q1 		$438K Buy
8,832
+420
+5% +$30.2K 0.01% 1041
2025
Q4 		$604K Sell
8,412
-996
-11% -$111K 0.01% 827
2025
Q3 		$1.05M Buy
+9,408
New +$737K 0.02% 639

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

Summit Financial's OKLO Position: Q2 2026 in Review

Summit Financial increased its Oklo (OKLO) stake by 35% in Q2 2026, buying an estimated $192K and bringing the position to 11,907 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #1018.

Summit Financial first reported a position in OKLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q3 2025. 672 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Summit Financial held 11,907 shares of Oklo worth $623K as of Q2 2026.
  • Summit Financial bought 3,075 Oklo shares in Q2 2026, an estimated $192K.
  • Oklo made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1018 holding.
  • Summit Financial first reported a position in Oklo in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Oklo position peaked at $1.05M in Q3 2025.
  • 672 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

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