TCBWMS
OKLO

Texas Capital Bank Wealth Management Services’s Oklo OKLO Stock Holding History

Texas Capital Bank Wealth Management 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 		$565K Hold
10,804
– – 0.03% 204
2026
Q1 		$536K Buy
10,804
+4,000
+59% +$288K 0.03% 203
2025
Q4 		$488K Buy
+6,804
New +$759K 0.03% 204

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 $3.38T AUM 44.17% 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

Texas Capital Bank Wealth Management Services's OKLO Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services held its Oklo (OKLO) position steady in Q2 2026 at 10,804 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #204.

Texas Capital Bank Wealth Management Services first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 10,804 shares of Oklo worth $565K as of Q2 2026.
  • Texas Capital Bank Wealth Management Services left its Oklo share count unchanged in Q2 2026.
  • Oklo made up 0.03% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #204 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
  • 673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.