Unclaimed property directory

Oakmark Fund - Inv Unclaimed Property

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

Accounts sorted by reported amount

Showing up to 100 records for this group, highest reported amount first.

• Michael & Patricia Fenton Trust

  1316 Lakewood Court, Westlake Village, CA, 91361

  Held by Oakmark Fund - Inv

  Co-owners on this record: Fenton, Michael, Fenton, Patricia

  Mutual fund shares

  $56,000.57

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• Fenton, Patricia

  1316 Lakewood Court, Westlake Village, CA, 91361

  Held by Oakmark Fund - Inv

  Co-owners on this record: Fenton, Michael, Michael & Patricia Fenton Trust

  Mutual fund shares

  $56,000.57

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• Fenton, Michael

  1316 Lakewood Court, Westlake Village, CA, 91361

  Held by Oakmark Fund - Inv

  Co-owners on this record: Fenton, Patricia, Michael & Patricia Fenton Trust

  Mutual fund shares

  $56,000.57

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• Stc

  4707 Executive Drive, San Diego, CA, 92121

  Held by Oakmark Fund - Inv

  Co-owner on this record: Jorgensen, Patricia

  Mutual fund shares

  $42,237.97

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• Jorgensen, Patricia

  4707 Executive Drive, San Diego, CA, 92121

  Held by Oakmark Fund - Inv

  Co-owner on this record: Stc

  Mutual fund shares

  $42,237.97

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• Stc

  4707 Executive Drive, San Diego, CA, 92121

  Held by Oakmark Fund - Inv

  Co-owner on this record: Pagel, Gayle

  Mutual fund shares

  $29,426.89

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• Pagel, Gayle

  4707 Executive Drive, San Diego, CA, 92121

  Held by Oakmark Fund - Inv

  Co-owner on this record: Stc

  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

  Co-owners on this record: Wilson, James C JR, Wilson, Shirley H

  Mutual fund shares

  $12,909.88

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• Wilson, Shirley H

  29443 Bentcreek Court, Menifee, CA, 92584

  Held by Oakmark Fund - Inv

  Co-owners on this record: Wilson, James C JR, Wilson, Livingtrust

  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

  Co-owners on this record: Wilson, Livingtrust, Wilson, Shirley H

  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

  Co-owner on this record: Hamerly, Pauline

  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

  Co-owner on this record: Hamerly Bypass Trust

  Dividends

  $10,750.45

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• Jess P Roach Trust

  516 Falcon Lake Drive, Friendswood, TX, 77546

  Held by Oakmark Fund - Inv

  Co-owner on this record: Roach, Jess

  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

  Co-owner on this record: Jess P Roach Trust

  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

  Co-owner on this record: Jenson, Blanca

  Dividend (SC01) · Reported 2022

  $831.64

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• Jenson, Blanca

  #### Upland Drive Pmb ####, Houston, TX, 77043

  Held by Oakmark Fund - Inv

  Co-owner on this record: Jenson, Robert

  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

  Co-owner on this record: Grimm, Ashley M

  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

  Co-owner on this record: Grimm, Isabelle M

  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

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