CIA
OAKM

Concurrent Investment Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Concurrent Investment 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 		$351K Buy
12,453
+1,770
+17% +$49.7K ﹤0.01% 1606
2026
Q1 		$294K Buy
10,683
+3,332
+45% +$93.9K ﹤0.01% 1521
2025
Q4 		$208K Buy
+7,351
New +$200K ﹤0.01% 1619

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
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return

Concurrent Investment Advisors's OAKM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 17% in Q2 2026, buying an estimated $49.7K and bringing the position to 12,453 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Concurrent Investment Advisors first reported a position in OAKM in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Concurrent Investment Advisors held 12,453 shares of Oakmark U.S. Large Cap ETF worth $351K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,770 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $49.7K.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1606 holding.
  • Concurrent Investment Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.