Natixis Investment Managers, LLC OAKG β€” HARRIS OAKMARK ETF TRUST

Ownership history in Natixis Investment Managers, LLC  Β·  6 quarters on record

AI Ownership Summary

Natixis Investment Managers, LLC reported HARRIS OAKMARK ETF TRUST (OAKG) in 6 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 32.85% in 2026 Q1. The latest visible filing shows OAKG at 32.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OAKG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Natixis Investment Managers, LLC's position in HARRIS OAKMARK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OAKG was reported at 32.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
32.85% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Natixis Investment Managers, LLC held OAKG β€” position size vs. price
% of Fund (quarterly)    OAKG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 953,924 +564,972 +145.3% 32.85% $25.3M 2026-05-14 $24.94
2025 Q4 UNCHANGED β€” β€” β€” 388,952 β€” 0% 28.50% $10.0M 2026-02-13 $26.22
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Natixis Investment Managers, LLC and OAKG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Natixis Investment Managers, LLC reported owning OAKG?

Natixis Investment Managers, LLC reported OAKG across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported OAKG position in Natixis Investment Managers, LLC's portfolio?

The largest reported portfolio weight for OAKG was 32.85% in 2026 Q1.

What is the latest reported OAKG position on this page?

The most recent filing on this page is 2026 Q1, when Natixis Investment Managers, LLC reported 953,924 shares, equal to 32.85% of portfolio, with an estimated market value of $25.3M.

What does the chart on this OAKG ownership page compare?

The chart compares Natixis Investment Managers, LLC's quarterly OAKG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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