Oakworth Capital, Inc. - Portfolio overview

Oakworth Capital, Inc. has 792 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IWD - ISHARES RUSSELL 1000 VALUE (MKT), 12.88%
2. BND - VANGUARD TOTAL BOND MARKET ETF, 10.05%
3. VEA - VANGUARD DEVELOPED MARKETS INDEX FUND, 7.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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