Oakmark Equity & Income-AdvOAYBX

13F holders, Q4 2025 (December 31)
1holders
$39.03avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding Oakmark Equity & Income-Adv (OAYBX) in their 13F filings. The largest holder was Garton & Associates Financial Advisors LLC ($9K).

Company
Oakmark Equity & Income-Adv
CUSIP
413838772
Latest filing quarter
Q4 2025

Total Exit/New Position Q4 2025

No earlier quarter to compare with.

Ownership 1 holders

Garton & Associates Financial Advisors LLC 0.01% — 221 $9K

"% of holder's portfolio" is OAYBX's weight in each manager's 13F, not the share of Oakmark Equity & Income-Adv the manager owns.