Kestra Advisory Services’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History
Bought
Maintained
Sold
Other funds holding OAKM
CIA
AF
Kestra Advisory Services's OAKM Position: Q2 2026 in Review
Kestra Advisory Services increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 45% in Q2 2026, buying an estimated $252K and bringing the position to 28,953 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.
Kestra Advisory Services 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.
- Kestra Advisory Services held 28,953 shares of Oakmark U.S. Large Cap ETF worth $816K as of Q2 2026.
- Kestra Advisory Services bought 8,972 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $252K.
- Oakmark U.S. Large Cap ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1983 holding.
- Kestra Advisory Services 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.