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Oakmark Fund (OAKMX)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
North Point Portfolio Managers Corp
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$270.8K (+$6.5K)
Filed 2026-07-31
Game Plan Financial Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$34.3K (+$820)
Filed 2026-08-07
Fairfield Financial Advisors, LTD
CLOSED
Shares0 from 19,679
Change-19,679 (-100%)
Value$0 (-$3.3M)
Filed 2026-08-11
Neville Rodie & Shaw Inc
CLOSED
Shares0 from 1,831
Change-1,831 (-100%)
Value$0 (-$307)
Filed 2026-07-06
McIlrath & Eck, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Status
North Point Portfolio Managers Corp
UNCHANGED1,5751,57500%$264.3K$270.8K+$6.5K2026-07-31
Game Plan Financial Advisors, LLC
UNCHANGED20020000%$33.5K$34.3K+$8202026-08-07
Fairfield Financial Advisors, LTD
CLOSED019,679-19,679-100%$3.3M$0-$3.3M2026-08-11
Neville Rodie & Shaw Inc
CLOSED01,831-1,831-100%$307$0-$3072026-07-06
McIlrath & Eck, LLC
N/A—72-72-100%$12.0K———
Showing 5 of 5 institutions