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
Q2 		$770K Buy
27,333
+3,147
+13% +$88.3K 0.02% 244
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 $5.69B AUM 22.16% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $369B AUM 28.27% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Associated Banc-Corp's OAKM Position: Q2 2026 in Review

Associated Banc-Corp increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 13% in Q2 2026, buying an estimated $88.3K and bringing the position to 27,333 shares worth $770K. The position accounts for 0.02% of the portfolio, ranked #244.

Associated Banc-Corp first reported a position in OAKM in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Associated Banc-Corp held 27,333 shares of Oakmark U.S. Large Cap ETF worth $770K as of Q2 2026.
  • Associated Banc-Corp bought 3,147 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $88.3K.
  • Oakmark U.S. Large Cap ETF made up 0.02% of Associated Banc-Corp's portfolio in Q2 2026, its #244 holding.
  • Associated Banc-Corp first reported a position in Oakmark U.S. Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Associated Banc-Corp's 13F filing for Q2 2026, filed 31 Jul 2026.