OANEX
Oakmark International Small Cap Fund Institutional Class
Listed by 1 member on their latest annual reports (4 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Ann Wagner MO-2 | Joint | Fidelity Trust ⇒ Oakmark International Small Cap Fund Institutional Class (OANEX) MF | $100,001 - $250,000 | May 13, 2026 filing 10075727, p. 6 |
| Ann Wagner MO-2 | Member | Fidelity IRA ⇒ Oakmark International Small Cap Fund Institutional Class (OANEX) MF | $15,001 - $50,000 | May 13, 2026 filing 10075727, p. 2 |
| Ann Wagner MO-2 | Spouse | Fidelity Roth IRA ⇒ Oakmark International Small Cap Fund Institutional Class (OANEX) MF | $15,001 - $50,000 | May 13, 2026 filing 10075727, p. 3 |
| Ann Wagner MO-2 | Member | Fidelity Inherited IRA ⇒ Oakmark International Small Cap Fund Institutional Class (OANEX) MF | $1,001 - $15,000 | May 13, 2026 filing 10075727, p. 2 |
How the count is made: see Most held.