SA
OAKM

Sanctuary Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Sanctuary Advisors’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
-34,456
Closed -$950K – 2946
2026
Q1 		$950K Sell
34,456
-2,292
-6% -$64.6K 0.01% 1363
2025
Q4 		$1.04M Buy
36,748
+2,212
+6% +$60.1K 0.01% 1300
2025
Q3 		$925K Buy
+34,536
New +$906K 0.01% 1341

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

Sanctuary Advisors's OAKM Position: Q2 2026 in Review

Sanctuary Advisors sold out of Oakmark U.S. Large Cap ETF (OAKM) in Q2 2026, closing a stake of 34,456 shares — an estimated $950K sold.

Sanctuary Advisors first reported a position in OAKM in Q3 2025 and held it in 3 quarters. The position peaked at $1.04M in Q4 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Sanctuary Advisors reported no remaining Oakmark U.S. Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sanctuary Advisors sold 34,456 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $950K.
  • Sanctuary Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q3 2025 and held it in 3 quarters.
  • Sanctuary Advisors's Oakmark U.S. Large Cap ETF position peaked at $1.04M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.