PAYA
OAKM

Phil A. Younker & Associates’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Phil A. Younker & Associates’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
-8,500
Closed -$234K – 37
2026
Q1 		$234K Hold
8,500
– – 0.16% 32
2025
Q4 		$241K Buy
+8,500
New +$231K 0.17% 30

Other funds holding OAKM

CIA
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 $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AF
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

Phil A. Younker & Associates's OAKM Position: Q2 2026 in Review

Phil A. Younker & Associates sold out of Oakmark U.S. Large Cap ETF (OAKM) in Q2 2026, closing a stake of 8,500 shares — an estimated $234K sold.

Phil A. Younker & Associates first reported a position in OAKM in Q4 2025 and held it in 2 quarters. The position peaked at $241K in Q4 2025. 96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Phil A. Younker & Associates reported no remaining Oakmark U.S. Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Phil A. Younker & Associates sold 8,500 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $234K.
  • Phil A. Younker & Associates first reported a position in Oakmark U.S. Large Cap ETF in Q4 2025 and held it in 2 quarters.
  • Phil A. Younker & Associates's Oakmark U.S. Large Cap ETF position peaked at $241K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.