Commonwealth Equity Services’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$19.3M Buy
700,815
+94,394
+16% +$2.66M 0.03% 579
2025
Q4
$17.2M Buy
606,421
+37,382
+7% +$1.01M 0.02% 625
2025
Q3
$15.2M Buy
569,039
+364,746
+179% +$9.57M 0.02% 695
2025
Q2
$5.25M Buy
204,293
+100,591
+97% +$2.43M 0.01% 1302
2025
Q1
$2.54M Buy
+103,702
New +$2.55M ﹤0.01% 1747

Other funds holding OAKM

Commonwealth Equity Services's OAKM Position: Q1 2026 in Review

Commonwealth Equity Services increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 16% in Q1 2026, buying an estimated $2.66M and bringing the position to 700,815 shares worth $19.3M. The position accounts for 0.03% of the portfolio, ranked #579.

Commonwealth Equity Services first reported a position in OAKM in Q1 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • Commonwealth Equity Services held 700,815 shares of Oakmark U.S. Large Cap ETF worth $19.3M as of Q1 2026.
  • Commonwealth Equity Services bought 94,394 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $2.66M.
  • Oakmark U.S. Large Cap ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q1 2026, its #579 holding.
  • Commonwealth Equity Services first reported a position in Oakmark U.S. Large Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.