NKCFO LLC
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NKCFO LLC’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

NKCFO LLC’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 		– Sell
-107,200
Closed -$2.96M – 139
2026
Q1 		$2.96M Hold
107,200
– – 0.88% 33
2025
Q4 		$3.04M Buy
+107,200
New +$2.91M 0.88% 27

Other funds holding OAKM

Choate Investment Advisors
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Abound Financial
Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NKCFO LLC's OAKM Position: Q2 2026 in Review

NKCFO LLC sold out of Oakmark U.S. Large Cap ETF (OAKM) in Q2 2026, closing a stake of 107,200 shares — an estimated $2.96M sold.

NKCFO LLC first reported a position in OAKM in Q4 2025 and held it in 2 quarters. The position peaked at $3.04M in Q4 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • NKCFO LLC reported no remaining Oakmark U.S. Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • NKCFO LLC sold 107,200 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $2.96M.
  • NKCFO LLC first reported a position in Oakmark U.S. Large Cap ETF in Q4 2025 and held it in 2 quarters.
  • NKCFO LLC's Oakmark U.S. Large Cap ETF position peaked at $3.04M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on NKCFO LLC's 13F filing for Q2 2026, filed 13 Aug 2026.