PB
OAKM

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
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

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

Pinnacle Bancorp's OAKM Position: Q2 2026 in Review

Pinnacle Bancorp reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 2.5% in Q2 2026, selling an estimated $196 and leaving 268 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Pinnacle Bancorp first reported a position in OAKM in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.77K in Q4 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Pinnacle Bancorp held 268 shares of Oakmark U.S. Large Cap ETF worth $7.55K as of Q2 2026.
  • Pinnacle Bancorp sold 7 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $196.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #781 holding.
  • Pinnacle Bancorp first reported a position in Oakmark U.S. Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Bancorp's Oakmark U.S. Large Cap ETF position peaked at $7.77K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.