13F Insight
DOSSIER · 13F-HR · Q3 2026

Oakworth Capital, Inc.

$2.1B in tracked AUM across 1,393 positions as of Q3 2026.

OC
CIK 0001588871 · last filed Sep 30, 2026
Total AUM
$2.1B
as of Q3 2026
Holdings
1,393
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Oakworth Capital, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IWD
ISHARES TR RUSSELL 1000 VALUE ETF
$217M877K10.2%02
IWF
ISHARES TR RUSSELL 1000 GROWTH ETF
$185M1.5M8.7%03
VEA
VANGUARD FTSE DEVELOPED MARKETS
$170M2.4M8.0%04
BND
VANGUARD TTL BD MKT
$169M2.4M8.0%05
IWR
ISHARES TR RUSSELL MID-CAP ETF
$133M1.2M6.3%06
VCSH
VANGUARD SHORT-TERM CORP BD IDX
$103M1.3M4.9%07
SHV
ISHARES 0-1 YEAR TREASURY BOND
$69M627K3.3%08
JPM
JP MORGAN CHASE & CO
$67M203K3.2%09
IJR
ISHARES CORE S&P SMALL-CAP ETF
$63M463K3.0%10
GLD
SPDR GOLD TR GOLD SHS
$60M157K2.8%

Filing history

2026Q3Sep 30
$2.1B▲ 1.0%
1,393 positionsView →2026Q2Jun 30
$2.1B▲ 11.3%
1,354 positionsView →2026Q1Mar 31
$1.9B▲ 3.1%
1,253 positionsView →2025Q4Dec 31
$1.8B▲ 255.4%
1,258 positionsView →2025Q3Sep 30
$515M▼ 66.8%
528 positionsLocked2025Q2Jun 30
$1.6B▲ 8.0%
749 positionsLocked2025Q1Mar 31
$1.4B▼ 1.2%
833 positionsLocked2024Q4Dec 31
$1.5B▲ 0.8%
778 positionsLocked2024Q3Sep 30
$1.4B▲ 5.4%
828 positionsLocked2024Q2Jun 30
$1.4B▲ 3.0%
900 positionsLocked2024Q1Mar 31
$1.3B▲ 6.5%
856 positionsLocked2023Q4Dec 31
$1.2B▲ 13.4%
856 positionsLocked
Showing 12 of 49