Oakworth Capital »

Loomis Grw Y M utual fund shares owned by Oakworth Capital

Quarter-by-quarter ownership of Loomis Grw Y M utual fund (LSGRX) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Loomis Grw Y M utual fund

Tip: Access up to 7 years of quarterly data

All positions including Loomis Grw Y M utual fund 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 Loomis Grw Y M utual fund by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $24k 762 31.83

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)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Ishares 0-1 Year Treasury Bond Mutual Fund/cor (SHV)
Jp Morgan Chase & Co Common Stock (JPM)
Alphabet Inc Sr Common Stock (GOOG)
Spdr Gold Shares Mutual Fund/sto (GLD)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Ishares Msci Emg Mkts Ex China Mutual Fund/sto (EMXC)
Walmart Common Stock (WMT)
Apple Common Stock (AAPL)

View all positions for Oakworth Capital

Top funds holding Loomis Grw Y M utual fund

Wall Street Access Asset Management
Oakworth Capital
Financial Gravity Companies
Financial Gravity Wealth

View all funds holding Loomis Grw Y M utual fund