Legacy Trust’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Legacy Trust’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	$577K	Buy	+20,493	New	+$575K	0.1%	126

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $369B AUM 28.27% 1-Year Est. Return

Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Trust's OAKM Position: Q2 2026 in Review

Legacy Trust opened a new position in Oakmark U.S. Large Cap ETF (OAKM) in Q2 2026: 20,493 shares worth $577K. The stake represents 0.1% of the portfolio and ranks #126 among its holdings.

96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

Legacy Trust held 20,493 shares of Oakmark U.S. Large Cap ETF worth $577K as of Q2 2026.
Oakmark U.S. Large Cap ETF was a new Legacy Trust position in Q2 2026.
Oakmark U.S. Large Cap ETF made up 0.1% of Legacy Trust's portfolio in Q2 2026, its #126 holding.
96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.