Unclaimed property directory
Unclaimed property held by Oakmark Fund - Inv
Browse possible unclaimed-property accounts associated with Oakmark Fund - Inv, ordered by reported dollar amount. Verify any possible match through the official state program.
- Accounts
- 26
- Total reported
- $404,863
- Largest account
- $56,000.57
Distribution of shown amounts
Dollar ranges for the 25 records shown below, not all accounts in this group.
Accounts sorted by reported amount
Showing up to 50 records for this group, highest reported amount first.
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Michael & Patricia Fenton Trust
1316 Lakewood Court, Westlake Village, CA, 91361
Held by Oakmark Fund - Inv
Mutual fund shares
$56,000.57
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Fenton, Patricia
1316 Lakewood Court, Westlake Village, CA, 91361
Held by Oakmark Fund - Inv
Mutual fund shares
$56,000.57
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Fenton, Michael
1316 Lakewood Court, Westlake Village, CA, 91361
Held by Oakmark Fund - Inv
Mutual fund shares
$56,000.57
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Stc
4707 Executive Drive, San Diego, CA, 92121
Held by Oakmark Fund - Inv
Mutual fund shares
$42,237.97
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Jorgensen, Patricia
4707 Executive Drive, San Diego, CA, 92121
Held by Oakmark Fund - Inv
Mutual fund shares
$42,237.97
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Stc
4707 Executive Drive, San Diego, CA, 92121
Held by Oakmark Fund - Inv
Mutual fund shares
$29,426.89
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Pagel, Gayle
4707 Executive Drive, San Diego, CA, 92121
Held by Oakmark Fund - Inv
Mutual fund shares
$29,426.89
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Barry, Dave
PO Box 3395, Santa Rosa, CA, 95402
Held by Oakmark Fund - Inv
Traditional IRA - Mutual funds
$24,133.27
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Wilson, Livingtrust
29443 Bentcreek Court, Menifee, CA, 92584
Held by Oakmark Fund - Inv
Mutual fund shares
$12,909.88
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Wilson, Shirley H
29443 Bentcreek Court, Menifee, CA, 92584
Held by Oakmark Fund - Inv
Mutual fund shares
$12,909.88
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Wilson, James C JR
29443 Bentcreek Court, Menifee, CA, 92584
Held by Oakmark Fund - Inv
Mutual fund shares
$12,909.88
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Hamerly Bypass Trust
Ua Dtd 04/05/1993 510 East Coral Pt, Fresno, CA, 93730
Held by Oakmark Fund - Inv
Dividends
$10,750.45
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Hamerly, Pauline
Ua Dtd 04/05/1993 510 East Coral Pt, Fresno, CA, 93730
Held by Oakmark Fund - Inv
Dividends
$10,750.45
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Jess P Roach Trust
516 Falcon Lake Drive, Friendswood, TX, 77546
Held by Oakmark Fund - Inv
Dividend (SC01) · Reported 2020
$1,632.43
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Roach, Jess
516 Falcon Lake Drive, Friendswood, TX, 77546
Held by Oakmark Fund - Inv
Dividend (SC01) · Reported 2020
$1,632.43
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McClory, Beverly L
10 Northwinds, Aliso Viejo, CA, 92656
Held by Oakmark Fund - Inv
Traditional IRA - Cash
$1,123.90
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Barry, Dave
PO Box 3395, Santa Rosa, CA, 95402
Held by Oakmark Fund - Inv
Traditional IRA - Cash
$1,000.00
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McClory, Beverly L
10 Northwinds, Aliso Viejo, CA, 92656
Held by Oakmark Fund - Inv
Traditional IRA - Cash
$966.95
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Jenson, Robert
#### Upland Drive Pmb ####, Houston, TX, 77043
Held by Oakmark Fund - Inv
Dividend (SC01) · Reported 2022
$831.64
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Jenson, Blanca
#### Upland Drive Pmb ####, Houston, TX, 77043
Held by Oakmark Fund - Inv
Dividend (SC01) · Reported 2022
$831.64
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Johnson, Robert W
19436 Via Del Caballo, Yorba Linda, CA, 92886
Held by Oakmark Fund - Inv
Traditional IRA - Mutual funds
$482.26
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Gates, Joseph B
1125 Oak Street, Mount Shasta, CA, 96067
Held by Oakmark Fund - Inv
Traditional IRA - Mutual funds
$399.23
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Grimm, Isabelle M
2500 Deer Valley Road Apt 1411, San Rafael, CA, 94903
Held by Oakmark Fund - Inv
Mutual fund shares
$130.77
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Grimm, Ashley M
2500 Deer Valley Road Apt 1411, San Rafael, CA, 94903
Held by Oakmark Fund - Inv
Mutual fund shares
$130.77
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Reyes, Lorencia L
12216 Bonwood Road, El Monte, CA, 91732
Held by Oakmark Fund - Inv
Traditional IRA - Cash
$5.62
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Barker, Ethel
4662 Mistletoe Drive, Wichita Falls, TX, 76310
Held by Oakmark Fund - Inv
Traditional IRA — mutual funds (IR02) · Reported 2022
42.81 SHARES