13F Insight
DOSSIER · 13F-HR · Q1 2026

Oakworth Capital, Inc.

Oakworth's pension fund based in Chicago, IL — $1.9B in tracked AUM across 1,253 positions as of Q1 2026.

O
Oakworth·Chicago, IL·Pension Fund
CIK 0001588871 · last filed Mar 31, 2026
Total AUM
$1.9B
▼ 9.3%
vs prior
Holdings
1,253
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Oakworth Capital, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWD
ISHARES TR RUSSELL 1000 VALUE ETF
$184M862K9.8%
02
BND
VANGUARD TTL BD MKT
$163M2.2M8.6%
03
IWF
ISHARES TR RUSSELL 1000 GROWTH ETF
$154M361K8.1%
04
VEA
VANGUARD FTSE DEVELOPED MARKETS
$150M2.3M7.9%
05
IWR
ISHARES TR RUSSELL MID-CAP ETF
$118M1.2M6.3%
06
VCSH
VANGUARD SHORT-TERM CORP BD IDX
$100M1.3M5.3%
07
SHV
ISHARES 0-1 YEAR TREASURY BOND
$77M699K4.1%
08
JPM
JP MORGAN CHASE & CO
$59M201K3.1%
09
GLD
SPDR GOLD TR GOLD SHS
$59M136K3.1%
10
IJR
ISHARES CORE S&P SMALL-CAP ETF
$57M457K3.0%

Filing history

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