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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

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $369B AUM 28.27% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 96 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.
  • 96 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.