Birchwood Financial Partners’s Oakmark Global Large Cap ETF OAKG Stock Holding History

Birchwood Financial Partners’s Portfolio OAKG Stock Details OAKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.8K	Buy	350 +25	+8%	+$627	0.01%	286
2026 Q1	$7.88K	Buy	+325	New	+$8.38K	0.01%	292

Other funds holding OAKG

NIM

Natixis Investment Managers Boston, Massachusetts $173M AUM

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Birchwood Financial Partners's OAKG Position: Q2 2026 in Review

Birchwood Financial Partners increased its Oakmark Global Large Cap ETF (OAKG) stake by 7.7% in Q2 2026, buying an estimated $627 and bringing the position to 350 shares worth $8.8K. The position accounts for 0.01% of the portfolio, ranked #286.

Birchwood Financial Partners first reported a position in OAKG in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold OAKG as of Q2 2026.

Birchwood Financial Partners held 350 shares of Oakmark Global Large Cap ETF worth $8.8K as of Q2 2026.
Birchwood Financial Partners bought 25 Oakmark Global Large Cap ETF shares in Q2 2026, an estimated $627.
Oakmark Global Large Cap ETF made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #286 holding.
Birchwood Financial Partners first reported a position in Oakmark Global Large Cap ETF in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Oakmark Global Large Cap ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.