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Federated Total Return Sers ulsht inst shares owned by Oakworth Capital

Quarter-by-quarter ownership of Federated Total Return Sers ulsht inst (FULIX) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Federated Total Return Sers ulsht inst

Tip: Access up to 7 years of quarterly data

All positions including Federated Total Return Sers ulsht inst held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Federated Total Return Sers ulsht inst by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $407 44 9.25
2025-09-30 $403 43 9.37

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 Federated Total Return Sers ulsht inst

Marcia E. Wade
Oakworth Capital

View all funds holding Federated Total Return Sers ulsht inst