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Oakmark Oakmark Fund Inst'l Class

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Transce3nd, LLC
INCREASED
Shares2,416 from 1,576
Change+840 (+53%)
Value$452.6K (+$173.1K)
Filed 2026-10-26
Oakworth Capital, Inc.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$16.4K (+$336)
Filed 2026-10-26
Ethos Financial Group, LLC
N/A
Shares— from 4,197
Change-4,197 (-100%)
Value—
Status
Transce3nd, LLC
INCREASED2,4161,576+840+53%$279.5K$452.6K+$173.1K2026-10-26
Oakworth Capital, Inc.
UNCHANGED929200%$16.1K$16.4K+$3362026-10-26
Ethos Financial Group, LLC
N/A—4,197-4,197-100%$771.5K———
Showing 3 of 3 institutions