1620 Investment Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

1620 Investment Advisors’s Portfolio OAKM Stock Details OAKM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$376K	Buy	+13,356	New	+$375K	0.23%	117
2026 Q1	–	Sell	-10	Closed	-$284	–	674
2025 Q4	$284	Hold	10	–	–	﹤0.01%	632
2025 Q3	$268	Hold	10	–	–	﹤0.01%	632
2025 Q2	$257	Hold	10	–	–	﹤0.01%	659
2025 Q1	$245	Hold	10	–	–	﹤0.01%	661
2024 Q4	$235	Buy	+10	New	+$240	﹤0.01%	679

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1620 Investment Advisors's OAKM Position: Q2 2026 in Review

1620 Investment Advisors opened a new position in Oakmark U.S. Large Cap ETF (OAKM) in Q2 2026: 13,356 shares worth $376K. The stake represents 0.23% of the portfolio and ranks #117 among its holdings. This is a return to the name: 1620 Investment Advisors previously reported a position in OAKM as recently as Q4 2025.

1620 Investment Advisors first reported a position in OAKM in Q4 2024 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

1620 Investment Advisors held 13,356 shares of Oakmark U.S. Large Cap ETF worth $376K as of Q2 2026.
Oakmark U.S. Large Cap ETF was a new 1620 Investment Advisors position in Q2 2026.
Oakmark U.S. Large Cap ETF made up 0.23% of 1620 Investment Advisors's portfolio in Q2 2026, its #117 holding.
1620 Investment Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.