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Oakland Financial Corp’s Amazon AMZN Stock Holding History

Oakland Financial Corp’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Hold
1,000
– – 5.28% 6
2026
Q1 		$208K Hold
1,000
– – 3.29% 10
2025
Q4 		$231K Hold
1,000
– – 3.82% 9
2025
Q3 		$220K Hold
1,000
– – 3.74% 9
2025
Q2 		$219K Sell
1,000
-1,000
-50% -$198K 4.13% 9
2025
Q1 		$381K Hold
2,000
– – 5.62% 6
2024
Q4 		$439K Buy
+2,000
New +$409K 5.02% 6

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oakland Financial Corp's AMZN Position: Q2 2026 in Review

Oakland Financial Corp held its Amazon (AMZN) position steady in Q2 2026 at 1,000 shares worth $238K. The position accounts for 5.28% of the portfolio, ranked #6.

Oakland Financial Corp first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $439K in Q4 2024. 3,697 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Oakland Financial Corp held 1,000 shares of Amazon worth $238K as of Q2 2026.
  • Oakland Financial Corp left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 5.28% of Oakland Financial Corp's portfolio in Q2 2026, its #6 holding.
  • Oakland Financial Corp first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Oakland Financial Corp's Amazon position peaked at $439K in Q4 2024.
  • 3,697 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Oakland Financial Corp's 13F filing for Q2 2026, filed 3 Aug 2026.