ABC
OAKM

Associated Banc-Corp’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Associated Banc-Corp’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 		$667K Buy
24,186
+5,600
+30% +$158K 0.02% 232
2025
Q4 		$527K Buy
18,586
+5,285
+40% +$143K 0.01% 241
2025
Q3 		$356K Buy
+13,301
New +$349K 0.01% 282

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

Associated Banc-Corp's OAKM Position: Q1 2026 in Review

Associated Banc-Corp increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 30% in Q1 2026, buying an estimated $158K and bringing the position to 24,186 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #232.

Associated Banc-Corp first reported a position in OAKM in Q3 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • Associated Banc-Corp held 24,186 shares of Oakmark U.S. Large Cap ETF worth $667K as of Q1 2026.
  • Associated Banc-Corp bought 5,600 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $158K.
  • Oakmark U.S. Large Cap ETF made up 0.02% of Associated Banc-Corp's portfolio in Q1 2026, its #232 holding.
  • Associated Banc-Corp first reported a position in Oakmark U.S. Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Associated Banc-Corp's 13F filing for Q1 2026, filed 1 May 2026.