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American Funds New equity shares owned by Oakworth Capital

Quarter-by-quarter ownership of American Funds New equity (ANWFX) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in American Funds New equity

Tip: Access up to 7 years of quarterly data

All positions including American Funds New equity held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds New equity by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $27k 378 70.22
2025-09-30 $26k 354 73.18

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 American Funds New equity

Motiv8 Investments
Wall Street Access Asset Management
Estabrook Capital Management
Oakworth Capital
Transce3nd
Coston, McIsaac & Partners
Garton & Associates Financial Advisors

View all funds holding American Funds New equity