PSI
OKLO

Planning Strategies Inc.’s Oklo OKLO Stock Holding History

Planning Strategies Inc.’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 		$15.7K Buy
+300
New +$18.7K 0.01% 270

Other funds holding OKLO

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Planning Strategies Inc.'s OKLO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Oklo (OKLO) in Q2 2026: 300 shares worth $15.7K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings.

211 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Planning Strategies Inc. held 300 shares of Oklo worth $15.7K as of Q2 2026.
  • Oklo was a new Planning Strategies Inc. position in Q2 2026.
  • Oklo made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #270 holding.
  • 211 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.