Associated Banc-Corp
OAKM icon

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
Q3 		$930K Buy
31,663
+4,330
+16% +$132K 0.02% 223
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Beam Wealth Advisors
Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return
Cheviot Value Management
Cheviot Value Management Beverly Hills, California $1.03B AUM 18.09% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return
Western Pacific Wealth Management
Western Pacific Wealth Management Lake Forest, Illinois $119M AUM 20.8% 1-Year Est. Return

Associated Banc-Corp's OAKM Position: Q3 2026 in Review

Associated Banc-Corp increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 16% in Q3 2026, buying an estimated $132K and bringing the position to 31,663 shares worth $930K. The position accounts for 0.02% of the portfolio, ranked #223.

Associated Banc-Corp first reported a position in OAKM in Q3 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold OAKM as of Q3 2026.

  • Associated Banc-Corp held 31,663 shares of Oakmark U.S. Large Cap ETF worth $930K as of Q3 2026.
  • Associated Banc-Corp bought 4,330 Oakmark U.S. Large Cap ETF shares in Q3 2026, an estimated $132K.
  • Oakmark U.S. Large Cap ETF made up 0.02% of Associated Banc-Corp's portfolio in Q3 2026, its #223 holding.
  • Associated Banc-Corp first reported a position in Oakmark U.S. Large Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • 66 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q3 2026.

Based on Associated Banc-Corp's 13F filing for Q3 2026, filed 30 Oct 2026.