BPFA
OAKM

Barnes Pettey Financial Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Barnes Pettey Financial 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 		$5.51M Buy
195,673
+125,013
+177% +$3.51M 1.73% 10
2026
Q1 		$1.95M Buy
70,660
+60,615
+603% +$1.71M 0.85% 29
2025
Q4 		$285K Buy
+10,045
New +$273K 0.14% 113

Other funds holding OAKM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $138M AUM
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $179M AUM 24.01% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Barnes Pettey Financial Advisors's OAKM Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 177% in Q2 2026, buying an estimated $3.51M and bringing the position to 195,673 shares worth $5.51M. The position accounts for 1.73% of the portfolio, ranked #10.

Barnes Pettey Financial Advisors first reported a position in OAKM in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Barnes Pettey Financial Advisors held 195,673 shares of Oakmark U.S. Large Cap ETF worth $5.51M as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 125,013 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $3.51M.
  • Oakmark U.S. Large Cap ETF made up 1.73% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Barnes Pettey Financial Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.