Kestra Advisory Services’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History
Bought
Maintained
Sold
Other funds holding OAKM
CIA
HWM
AF
Kestra Advisory Services's OAKM Position: Q1 2026 in Review
Kestra Advisory Services increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 38% in Q1 2026, buying an estimated $155K and bringing the position to 19,981 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.
Kestra Advisory Services first reported a position in OAKM in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.
- Kestra Advisory Services held 19,981 shares of Oakmark U.S. Large Cap ETF worth $551K as of Q1 2026.
- Kestra Advisory Services bought 5,495 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $155K.
- Oakmark U.S. Large Cap ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2144 holding.
- Kestra Advisory Services first reported a position in Oakmark U.S. Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
- 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.
Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.