Oakworth Capital, Inc. Portfolio Holdings
Oakworth Capital, Inc.
- $1.44 Billion
- Q3 2024
Oakworth Capital, Inc. has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.44 Billion distributed in 828 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Val ETF with a value of $142M, Ishares Russell 1000 Gr ETF with a value of $133M, Vanguard Bd Index Fd Inc Total with a value of $125M, Ishares Core S&P Sm Cap ETF with a value of $102M, and Vanguard Ftse Developed Market with a value of $98.3M.
Examining the 13F form we can see an increase of $72.8M in the current position value, from $1.37B to 1.44B.
Below you can find more details about Oakworth Capital, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 828
- Current Value $1.44 Billion
- Prior Value $1.37 Billion
- Filing
- Period Q3 2024
- Filing Date October 21, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 65 stocks
- Additional Purchases 158 stocks
- Sold out of 0 stocks
- Reduced holdings in 147 stocks