SEC 13F Intelligence

Abound Financial, LLC / OAKM

Abound Financial, LLC’s Harris Oakmark Etf Trust Position

Does Abound Financial, LLC own Harris Oakmark Etf Trust (OAKM)? Yes — 931.0K shares worth $26M (+11.21% of its 13F portfolio) as of Q1 2026, up from 927.6K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
931.0K
% of Portfolio
+11.21%
Quarters Held
4
currently held

Position History OAKM

Reported value by quarter
Q2 ’25: $15MQ2 ’25Q3 ’25: $16MQ3 ’25Q4 ’25: $26MQ4 ’25Q1 ’26: $26MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026931.0K$26M+11.21%
Q4 2025927.6K$26M+10.18%
Q3 2025613.9K$16M+6.58%
Q2 2025601.5K$15M+6.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Abound Financial, LLC’s full portfolio or all institutional holders of OAKM.