Oakworth Capital, Inc. Portfolio Holdings
Oakworth Capital, Inc.
- $1.45 Billion
- Q4 2024
Oakworth Capital, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.45 Billion distributed in 778 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $143M, Ishares Russell 1000 Val ETF with a value of $141M, Vanguard Bd Index Fd Inc Total with a value of $125M, Ishares Core S&P Sm Cap ETF with a value of $103M, and Ishares Russell Mid Cap ETF with a value of $98.4M.
Examining the 13F form we can see an increase of $7.26M in the current position value, from $1.44B to 1.45B.
Below you can find more details about Oakworth Capital, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 778
- Current Value $1.45 Billion
- Prior Value $1.44 Billion
- Filing
- Period Q4 2024
- Filing Date January 27, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 29 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 167 stocks