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Small Cap Growth Admiral Share shares owned by Oakworth Capital

Quarter-by-quarter ownership of Small Cap Growth Admiral Share (VSGAX) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Small Cap Growth Admiral Share

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All positions including Small Cap Growth Admiral Share held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Small Cap Growth Admiral Share by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $97k 925 104.68

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 Small Cap Growth Admiral Share

Fulton Bank, NA
First Merchants Bank, National Association
Grey Fox Wealth Advisors
Williams Jones Wealth Management
Oakworth Capital
Vermillion Wealth Management

View all funds holding Small Cap Growth Admiral Share