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Wells Fargo Fds Tr specl smc inst shares owned by Oakworth Capital

Quarter-by-quarter ownership of Wells Fargo Fds Tr specl smc inst shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Wells Fargo Fds Tr specl smc inst

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo Fds Tr specl smc inst held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo Fds Tr specl smc inst by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $17k 479 36.21
2025-09-30 $17k 443 38.61

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)

View all positions for Oakworth Capital

Top funds holding Wells Fargo Fds Tr specl smc inst

Oakworth Capital

View all funds holding Wells Fargo Fds Tr specl smc inst