Oakland Financial Corp

13F Filings History

Latest 13F report
Q2 2025 - Aug 14, 2025
Value $
$5.31M
Signature - Title
Brennan Thomas Lee - Vice President and Chief Financial Officer
Location
Sterling Heights, MI
Summary
This page shows a list of all the recent 13F filings made by Oakland Financial Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oakland Financial Corp reported 10 stock holdings with total value $5.31M as of Q2 2025. Top holdings included AAPL, KNX, OKE, PSX, and CVX.
Holdings Value

List of Other Managers Reporting for Oakland Financial Corp:

Name Holdings Value Location File Number
Cherokee Insurance Co $229M Sterling Heights, MI 028-25694
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 10 $5.31M $0 -$1.2M -$1.2M AAPL, KNX, OKE, PSX, CVX 13F-HR 8/14/2025, 02:17 PM
Q1 2025 13 $6.77M $0 -$1.61M -$1.61M AAPL, KNX, OKE, CVX, PSX 13F-HR 8/20/2025, 07:03 PM
Q4 2024 16 $8.74M $0 $0 AAPL, KNX, OKE, PSX, CVX 13F-HR 8/20/2025, 07:03 PM