Summit Securities Group’s Oklo OKLO Stock Holding History

Summit Securities Group’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	–	Sell	-260	Closed	-$12.9K	–	1406
2026 Q1	$12.9K	Buy	+260	New	+$18.7K	﹤0.01%	617
2025 Q3	–	Sell	-4,509	Closed	-$252K	–	1415
2025 Q2	$252K	Buy	+4,509	New	+$174K	0.05%	219

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summit Securities Group's OKLO Position: Q2 2026 in Review

Summit Securities Group sold out of Oklo (OKLO) in Q2 2026, closing a stake of 260 shares — an estimated $12.9K sold.

Summit Securities Group first reported a position in OKLO in Q2 2025 and held it in 2 quarters. The position peaked at $252K in Q2 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Summit Securities Group reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 260 Oklo shares in Q2 2026, an estimated $12.9K.
Summit Securities Group first reported a position in Oklo in Q2 2025 and held it in 2 quarters.
Summit Securities Group's Oklo position peaked at $252K in Q2 2025.
666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.