TFA
OKLO

Toth Financial Advisory’s Oklo OKLO Stock Holding History

Toth Financial Advisory’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
Q3 		$371 Hold
10
– – ﹤0.01% 1006
2026
Q2 		$524 Hold
10
– – ﹤0.01% 858
2026
Q1 		$496 Sell
10
-35
-78% -$2.52K ﹤0.01% 847
2025
Q4 		$3.23K Hold
45
– – ﹤0.01% 670
2025
Q3 		$5.02K Hold
45
– – ﹤0.01% 612
2025
Q2 		$2.52K Buy
+45
New +$1.74K ﹤0.01% 618

Other funds holding OKLO

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Toth Financial Advisory's OKLO Position: Q3 2026 in Review

Toth Financial Advisory held its Oklo (OKLO) position steady in Q3 2026 at 10 shares worth $371. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Toth Financial Advisory first reported a position in OKLO in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.02K in Q3 2025. 17 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Toth Financial Advisory held 10 shares of Oklo worth $371 as of Q3 2026.
  • Toth Financial Advisory left its Oklo share count unchanged in Q3 2026.
  • Oklo made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #1006 holding.
  • Toth Financial Advisory first reported a position in Oklo in Q2 2025 and has held it in 6 quarters since.
  • Toth Financial Advisory's Oklo position peaked at $5.02K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.