LWM
OAKM

Lionsbridge Wealth Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Lionsbridge Wealth Management’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
2025
Q3 		– Sell
-63,281
Closed -$1.63M – 66
2025
Q2 		$1.63M Buy
+63,281
New +$1.53M 1.62% 25

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lionsbridge Wealth Management's OAKM Position: Q3 2025 in Review

Lionsbridge Wealth Management sold out of Oakmark U.S. Large Cap ETF (OAKM) in Q3 2025, closing a stake of 63,281 shares — an estimated $1.63M sold.

Lionsbridge Wealth Management first reported a position in OAKM in Q2 2025 and held it in 1 quarter. The position peaked at $1.63M in Q2 2025. 65 funds tracked by Wall St. Rank hold OAKM as of Q3 2025.

  • Lionsbridge Wealth Management reported no remaining Oakmark U.S. Large Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 63,281 Oakmark U.S. Large Cap ETF shares in Q3 2025, an estimated $1.63M.
  • Lionsbridge Wealth Management first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Oakmark U.S. Large Cap ETF position peaked at $1.63M in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q3 2025.

Based on Lionsbridge Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.