CCAM
OAKM

Cascades Capital Asset Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Cascades Capital Asset Management’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 		$1.25M Buy
45,267
+942
+2% +$26.5K 0.52% 40
2025
Q4 		$1.26M Buy
44,325
+16,665
+60% +$452K 0.53% 38
2025
Q3 		$741K Buy
+27,660
New +$726K 0.33% 58

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 $79.5B AUM 27.1% 1-Year Est. Return

Cascades Capital Asset Management's OAKM Position: Q1 2026 in Review

Cascades Capital Asset Management increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 2.1% in Q1 2026, buying an estimated $26.5K and bringing the position to 45,267 shares worth $1.25M. The position accounts for 0.52% of the portfolio, ranked #40.

Cascades Capital Asset Management first reported a position in OAKM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q4 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • Cascades Capital Asset Management held 45,267 shares of Oakmark U.S. Large Cap ETF worth $1.25M as of Q1 2026.
  • Cascades Capital Asset Management bought 942 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $26.5K.
  • Oakmark U.S. Large Cap ETF made up 0.52% of Cascades Capital Asset Management's portfolio in Q1 2026, its #40 holding.
  • Cascades Capital Asset Management first reported a position in Oakmark U.S. Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Cascades Capital Asset Management's Oakmark U.S. Large Cap ETF position peaked at $1.26M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.