AF
OAKM

Advisornet Financial’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Advisornet Financial’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
Q1 		– Sell
-104
Closed -$2.95K – 2391
2025
Q4 		$2.95K Hold
104
– – ﹤0.01% 1834
2025
Q3 		$2.79K Hold
104
– – ﹤0.01% 1804
2025
Q2 		$2.67K Sell
104
-257
-71% -$6.2K ﹤0.01% 1786
2025
Q1 		$8.83K Buy
+361
New +$8.87K ﹤0.01% 1453

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisornet Financial's OAKM Position: Q1 2026 in Review

Advisornet Financial sold out of Oakmark U.S. Large Cap ETF (OAKM) in Q1 2026, closing a stake of 104 shares — an estimated $2.95K sold.

Advisornet Financial first reported a position in OAKM in Q1 2025 and held it in 4 quarters. The position peaked at $8.83K in Q1 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • Advisornet Financial reported no remaining Oakmark U.S. Large Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Advisornet Financial sold 104 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $2.95K.
  • Advisornet Financial first reported a position in Oakmark U.S. Large Cap ETF in Q1 2025 and held it in 4 quarters.
  • Advisornet Financial's Oakmark U.S. Large Cap ETF position peaked at $8.83K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.