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Laurel Oak Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Laurel Oak Wealth Management’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$362K Buy
13,593
+18
+0.1% +$530 0.05% 251
2026
Q1 		$393K Sell
13,575
-2,327
-15% -$59.1K 0.07% 221
2025
Q4 		$356K Buy
+15,902
New +$361K 0.06% 240

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Laurel Oak Wealth Management's DBC Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Invesco DB Commodity Index Tracking Fund (DBC) stake by 0.13% in Q2 2026, buying an estimated $530 and bringing the position to 13,593 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #251.

Laurel Oak Wealth Management first reported a position in DBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $393K in Q1 2026. 220 funds tracked by Wall St. Rank hold DBC as of Q2 2026.

  • Laurel Oak Wealth Management held 13,593 shares of Invesco DB Commodity Index Tracking Fund worth $362K as of Q2 2026.
  • Laurel Oak Wealth Management bought 18 Invesco DB Commodity Index Tracking Fund shares in Q2 2026, an estimated $530.
  • Invesco DB Commodity Index Tracking Fund made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Laurel Oak Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $393K in Q1 2026.
  • 220 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.