Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Coston, McIsaac & Partners (+0.6%).
1 tracked 13F filer discloses a position in OAKBX as of the latest SEC 13F filings, a combined $19K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 507 | $19K | ▲+0.6% Added · +3 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund added to an existing position in OAKBX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Class | 13F holders | Value held |
|---|---|---|
| OAKMXOPEN END TAXABLE NO LOAD FUND | 3 funds | $317K |
| OANMXMutual Fund | 2 funds | $787K |
| OAKIXOPEN END TAXABLE NO LOAD FUND | 2 funds | $468K |
| OAYLXOPEN END TAXABLE NO LOAD FUND | 2 funds | $375K |
| 413838574OAKMARK INTL R6 | 1 funds | $1.8M |
| 413838699MF | 1 funds | $331K |
| OAKBXthis pageNTF EQUITY FUNDS | 1 funds | $19K |
| OAYMXCOM | 1 funds | $14K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for OAKBX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OAKBX/capital-change-brief"
Use Arkolith's capital_change_brief for OAKBX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OAKBX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.