Oakworth Capital
$2.1B 13F equity value
973 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Oakworth Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IWD | ISHARES RUSSELL 1000 VALUE (MKT) | 877,912 | $213M | 10.2% |
| IWF | ISHARES RUSSELL 1000 GROWTH | 1,473,997 | $182M | 8.7% |
| BND | VANGUARD TOTAL BOND MARKET ETF | 2,353,787 | $172M | 8.2% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS | 2,400,305 | $170M | 8.1% |
| IWR | ISHARES RUSSELL MID-CAP (MKT) | 1,239,128 | $137M | 6.5% |
| VCSH | VANGUARD SHORT-TERM CORP BD IDX | 1,308,576 | $103M | 4.9% |
| IJR | ISHARES CORE S&P SMALL-CAP (MKT) | 462,139 | $68M | 3.3% |
| SHV | ISHARES 0-1 YEAR TREASURY BOND | 610,581 | $67M | 3.2% |
| JPM | JP MORGAN CHASE & CO | 203,525 | $67M | 3.2% |
| GOOG | ALPHABET INC SR | 171,555 | $61M | 2.9% |
Track Oakworth Capital's 13F portfolio: $2.1B in reported holdings, 973 positions. Top holdings and quarterly changes on SentiSense.
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