Jabodon PT Co’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Jabodon PT Co’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	$2.53M	Buy	+91,700	New	+$2.58M	0.29%	7

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jabodon PT Co's OAKM Position: Q1 2026 in Review

Jabodon PT Co opened a new position in Oakmark U.S. Large Cap ETF (OAKM) in Q1 2026: 91,700 shares worth $2.53M. The stake represents 0.29% of the portfolio and ranks #7 among its holdings.

97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

Jabodon PT Co held 91,700 shares of Oakmark U.S. Large Cap ETF worth $2.53M as of Q1 2026.
Oakmark U.S. Large Cap ETF was a new Jabodon PT Co position in Q1 2026.
Oakmark U.S. Large Cap ETF made up 0.29% of Jabodon PT Co's portfolio in Q1 2026, its #7 holding.
97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Jabodon PT Co's 13F filing for Q1 2026, filed 8 May 2026.