Patriot Financial Group Insurance Agency, LLC
InsurancePosition in OKLO — Oklo Inc.
CIK 1694883
Westborough, MA
Position in OKLO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$452,968
-$399,880 QoQ
Shares Held
8,656
-49.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#309
of 665 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $712,017 across 2 Utilities - Independent Power Producers names. OKLO ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
This page
|
8,656 | $452,968 | |
| 2 | CEG |
Constellation Energy Corp
|
1,043 | $259,049 |
All Filings in OKLO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,968 | 8,656 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $852,848 | 17,198 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $426,613 | 5,945 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $492,846 | 4,415 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||