Oakworth Capital »

Fidelity 500 Index Instl Premi shares owned by Oakworth Capital

Quarter-by-quarter ownership of Fidelity 500 Index Instl Premi (FXAIX) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Fidelity 500 Index Instl Premi

Tip: Access up to 7 years of quarterly data

All positions including Fidelity 500 Index Instl Premi held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity 500 Index Instl Premi by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $149k 639 233.02

More positions owned by Oakworth Capital

Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Ishares Russell 1000 Value Mutual Fund/sto (IWD)
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 Short Treasury Bond Etf Mutual Fund/cor (SHV)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Jp Morgan Chase & Co Common Stock (JPM)
Spdr Gold Shares Mutual Fund/sto (GLD)
Alphabet Inc Sr Common Stock (GOOG)
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 Fidelity 500 Index Instl Premi

Sequent Asset Management
Grey Fox Wealth Advisors
Fulton Bank, NA
Sippican Capital Adivsors
Ferguson Wellman Capital Management
Riverbrige Partners
Williams Jones Wealth Management
Carret Asset Management
Coston, McIsaac & Partners
Marcia E. Wade
North Star Asset Management
Grace & White
North Point Portfolio Managers Corporation
Wintrust Financial Corporation
Moody Lynn & Co/

View all funds holding Fidelity 500 Index Instl Premi