GMFG
OAKM

Greater Midwest Financial Group’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Greater Midwest Financial Group’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 		$247K Sell
8,754
-518,180
-98% -$14.5M 0.12% 60
2026
Q1 		$14.5M Sell
526,934
-18,243
-3% -$514K 7.8% 1
2025
Q4 		$15.5M Buy
545,177
+5,740
+1% +$156K 8.64% 1
2025
Q3 		$14.4M Buy
+539,437
New +$14.1M 9.33% 1

Other funds holding OAKM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
ACM
Appalachian Capital Management St Clairsville, Ohio $138M AUM
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Greater Midwest Financial Group's OAKM Position: Q2 2026 in Review

Greater Midwest Financial Group reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 98% in Q2 2026, selling an estimated $14.5M and leaving 8,754 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #60.

Greater Midwest Financial Group first reported a position in OAKM in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.5M in Q4 2025. 31 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Greater Midwest Financial Group held 8,754 shares of Oakmark U.S. Large Cap ETF worth $247K as of Q2 2026.
  • Greater Midwest Financial Group sold 518,180 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $14.5M.
  • Oakmark U.S. Large Cap ETF made up 0.12% of Greater Midwest Financial Group's portfolio in Q2 2026, its #60 holding.
  • Greater Midwest Financial Group first reported a position in Oakmark U.S. Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Greater Midwest Financial Group's Oakmark U.S. Large Cap ETF position peaked at $15.5M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.