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Oakworth Capital, Inc.

Q1 2026 13F Holdings

  • Location
    birmingham, AL
  • Num holdings

    1,097

  • Value ($000)

    $1,888,702

  • Date Filed
    04/24/2026
  • Form type
    13F-HR
  • CIK
    0001588871
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IWD

ISHARES RUSSELL 1000 VALUE (MKT)

MUTUAL FUND/STO
464287598
$104.3M
6 %

488,158

I
IWF

ISHARES RUSSELL 1000 GROWTH

MUTUAL FUND/STO
464287614
$94.14M
5 %

220,784

V
VEA

VANGUARD FTSE DEVELOPED MARKETS

MUTUAL FUND/STO
921943858
$86.2M
5 %

1,345,258

B
BND

VANGUARD TTL BD MKT

EXCHANGE TRADED FUND
921937835
$81.7M
4 %

1,109,495

B
BND

VANGUARD TOTAL BOND MARKET ETF

MUTUAL FUND/GOV
921937835
$80.81M
4 %

1,097,347

I
IWD

ISHARES TR RUSSELL 1000 VALUE ETF

EXCHANGE TRADED FUND
464287598
$79.94M
4 %

374,139

I
IWR

ISHARES RUSSELL MID-CAP (MKT)

MUTUAL FUND/STO
464287499
$65.28M
4 %

671,424

V
VEA

VANGUARD DEVELOPED MARKETS INDEX FUND

EXCHANGE TRADED FUND
921943858
$63.57M
3 %

991,986

I
IWF

ISHARES TR RUSSELL 1000 GROWTH ETF

EXCHANGE TRADED FUND
464287614
$59.72M
3 %

140,049

I
IWR

ISHARES TR RUSSELL MID-CAP ETF

EXCHANGE TRADED FUND
464287499
$52.94M
3 %

544,492

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