Oakworth Capital, Inc.
All 13F Filings
- Location
- Birmingham, AL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 2,123,891
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 1,242 | 2,123,891 | 13F-HR | Oakworth Capital, Inc. |
| Q2 2026 | 7/22/2026 | 1,202 | 2,101,896 | 13F-HR | Oakworth Capital, Inc. |
| Q1 2026 | 4/24/2026 | 1,097 | 1,888,702 | 13F-HR | Oakworth Capital, Inc. |
| Q4 2025 | 1/30/2026 | 1,108 | 1,831,663 | 13F-HR | Oakworth Capital, Inc. |
| Q3 2025 | 11/4/2025 | 928 | 1,730,563 | 13F-HR | Oakworth Capital, Inc. |
| Q2 2025 | 7/17/2025 | 637 | 1,551,331 | 13F-HR | Oakworth Capital, Inc. |
| Q2 2014 | 7/14/2014 | 548 | 164,453 | 13F-HR | Oakworth Capital, Inc. |
| Q1 2014 | 4/10/2014 | 547 | 152,760 | 13F-HR | Oakworth Capital, Inc. |
| Q4 2013 | 1/27/2014 | 532 | 141,502 | 13F-HR | Oakworth Capital, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 531.3 K | 25.0% | 5.413 K | 0 | 5.413 K |
| ETFs | 1.593 M | 75.0% | 16.59 K | 0 | 16.59 K |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
2,123,891
Holdings
1242
QoQ value change ($000)
21,995
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.