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Ft Unit 11196 Smid High Divid Por shares owned by Oakworth Capital

Quarter-by-quarter ownership of Ft Unit 11196 Smid High Divid Por shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Ft Unit 11196 Smid High Divid Por

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All positions including Ft Unit 11196 Smid High Divid Por held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ft Unit 11196 Smid High Divid Por by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $25k 2.4k 10.33

More positions owned by Oakworth Capital

Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares 0-1 Year Treasury Bond Mutual Fund/cor (SHV)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Jp Morgan Chase & Co Common Stock (JPM)
Alphabet Inc Sr Common Stock (GOOG)
Spdr Gold Shares Mutual Fund/sto (GLD)
Walmart Common Stock (WMT)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Apple Common Stock (AAPL)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Ishares S&p 100 Mutual Fund/sto (OEF)

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Top funds holding Ft Unit 11196 Smid High Divid Por

Oakworth Capital

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