Sprinkle Financial Consultants’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Sprinkle Financial Consultants’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	$1.96M	Buy	69,650 +1,930	+3%	+$54.2K	0.77%	31
2026 Q1	$1.87M	Buy	67,720 +20,395	+43%	+$575K	0.86%	30
2025 Q4	$1.34M	Buy	47,325 +18,628	+65%	+$506K	0.68%	35
2025 Q3	$769K	Buy	28,697 +1,096	+4%	+$28.7K	0.43%	45
2025 Q2	$709K	Buy	+27,601	New	+$666K	0.43%	46

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

Sprinkle Financial Consultants's OAKM Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 2.8% in Q2 2026, buying an estimated $54.2K and bringing the position to 69,650 shares worth $1.96M. The position accounts for 0.77% of the portfolio, ranked #31.

Sprinkle Financial Consultants first reported a position in OAKM in Q2 2025 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

Sprinkle Financial Consultants held 69,650 shares of Oakmark U.S. Large Cap ETF worth $1.96M as of Q2 2026.
Sprinkle Financial Consultants bought 1,930 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $54.2K.
Oakmark U.S. Large Cap ETF made up 0.77% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #31 holding.
Sprinkle Financial Consultants first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.