Parkside Financial Bank & Trust’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Parkside Financial Bank & 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	$344K	Buy	+12,199	New	+$342K	0.02%	355

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

Parkside Financial Bank & Trust's OAKM Position: Q2 2026 in Review

Parkside Financial Bank & Trust opened a new position in Oakmark U.S. Large Cap ETF (OAKM) in Q2 2026: 12,199 shares worth $344K. The stake represents 0.02% of the portfolio and ranks #355 among its holdings.

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

Parkside Financial Bank & Trust held 12,199 shares of Oakmark U.S. Large Cap ETF worth $344K as of Q2 2026.
Oakmark U.S. Large Cap ETF was a new Parkside Financial Bank & Trust position in Q2 2026.
Oakmark U.S. Large Cap ETF made up 0.02% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #355 holding.
96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.