Pinnacle Bancorp
OAKM icon

Pinnacle Bancorp’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Pinnacle Bancorp’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
Q3 		$7.87K Hold
268
– – ﹤0.01% 767
2026
Q2 		$7.55K Sell
268
-7
-3% -$196 ﹤0.01% 781
2026
Q1 		$7.58K Buy
275
+1
+0.4% +$28 ﹤0.01% 740
2025
Q4 		$7.77K Buy
+274
New +$7.44K ﹤0.01% 728

Other funds holding OAKM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return
Western Pacific Wealth Management
Western Pacific Wealth Management Lake Forest, Illinois $119M AUM 20.8% 1-Year Est. Return
Alliance Private Wealth
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Pinnacle Bancorp's OAKM Position: Q3 2026 in Review

Pinnacle Bancorp held its Oakmark U.S. Large Cap ETF (OAKM) position steady in Q3 2026 at 268 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Pinnacle Bancorp first reported a position in OAKM in Q4 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold OAKM as of Q3 2026.

  • Pinnacle Bancorp held 268 shares of Oakmark U.S. Large Cap ETF worth $7.87K as of Q3 2026.
  • Pinnacle Bancorp left its Oakmark U.S. Large Cap ETF share count unchanged in Q3 2026.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #767 holding.
  • Pinnacle Bancorp first reported a position in Oakmark U.S. Large Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.