TFM
OKLO

TFC Financial Management’s Oklo OKLO Stock Holding History

TFC Financial Management’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 		$25.9K Buy
495
+370
+296% +$23.1K ﹤0.01% 353
2026
Q1 		$6.2K Sell
125
-50
-29% -$3.6K ﹤0.01% 435
2025
Q4 		$12.6K Hold
175
– – ﹤0.01% 382
2025
Q3 		$19.5K Sell
175
-15
-8% -$1.18K ﹤0.01% 352
2025
Q2 		$10.6K Buy
+190
New +$7.33K ﹤0.01% 376

Other funds holding OKLO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

TFC Financial Management's OKLO Position: Q2 2026 in Review

TFC Financial Management increased its Oklo (OKLO) stake by 296% in Q2 2026, buying an estimated $23.1K and bringing the position to 495 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

TFC Financial Management first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. 304 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • TFC Financial Management held 495 shares of Oklo worth $25.9K as of Q2 2026.
  • TFC Financial Management bought 370 Oklo shares in Q2 2026, an estimated $23.1K.
  • Oklo made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #353 holding.
  • TFC Financial Management first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • 304 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.