TIA
OKLO

TCFG Investment Advisors’s Oklo OKLO Stock Holding History

TCFG Investment Advisors’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 		$255K Sell
4,870
-1,045
-18% -$65.2K 0.09% 239
2026
Q1 		$293K Buy
+5,915
New +$425K 0.11% 195

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

TCFG Investment Advisors's OKLO Position: Q2 2026 in Review

TCFG Investment Advisors reduced its Oklo (OKLO) stake by 18% in Q2 2026, selling an estimated $65.2K and leaving 4,870 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #239.

TCFG Investment Advisors first reported a position in OKLO in Q1 2026 and has held it in 2 quarters since. The position peaked at $293K in Q1 2026. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • TCFG Investment Advisors held 4,870 shares of Oklo worth $255K as of Q2 2026.
  • TCFG Investment Advisors sold 1,045 Oklo shares in Q2 2026, an estimated $65.2K.
  • Oklo made up 0.09% of TCFG Investment Advisors's portfolio in Q2 2026, its #239 holding.
  • TCFG Investment Advisors first reported a position in Oklo in Q1 2026 and has held it in 2 quarters since.
  • TCFG Investment Advisors's Oklo position peaked at $293K in Q1 2026.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.