Oakworth Capital, Inc. New Holdings in Q4 2025

Oakworth Capital, Inc.

  • $1.82 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
8K
New
$42.11 - $44.28 $337K - $354K
8K $343K
PRI
Primerica, Inc.

Financial Services
549
New
$250.31 - $278.99 $137K - $153K
549 $139K
FTNT
Fortinet, Inc.

Technology
1.23K
New
$80.54 - $87.52 $98.9K - $107K
1.23K $101K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
5K
New
$19.09 - $19.59 $95.5K - $98K
5K $96K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
11K
New
$8.07 - $8.23 $88.5K - $90.3K
11K $88K
KKR
Kkr & Co. Inc.

Financial Services
591
New
$117.52 - $127.65 $69.5K - $75.4K
591 $70K
WPC
W. P. Carey Inc.

Real Estate
969
New
$65.26 - $69.2 $63.2K - $67.1K
969 $65K
CINF
Cincinnati Financial Corp

Financial Services
279
New
$151.39 - $166.89 $42.2K - $46.6K
279 $45K
ARCC
Ares Capital Corp

Financial Services
2.06K
New
$18.9 - $20.61 $39K - $42.5K
2.06K $41K
NVR
Nvr Inc

Consumer Cyclical
5
New
$7072.32 - $8178.0 $35.4K - $40.9K
5 $36K
HLI
Houlihan Lokey, Inc.

Financial Services
165
New
$178.07 - $202.25 $29.4K - $33.4K
165 $29K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1.01K
New
$24.01 - $24.68 $24.2K - $24.8K
1.01K $24K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
650
New
$36.47 - $38.19 $23.7K - $24.8K
650 $24K
CRWD
Crowd Strike Holdings, Inc.

Technology
40
New
$482.23 - $557.53 $19.3K - $22.3K
40 $21K
WMB
Williams Companies, Inc.

Energy
360
New
$56.51 - $64.48 $20.3K - $23.2K
360 $21K
CBRE
Cbre Group, Inc.

Real Estate
143
New
$149.99 - $164.2 $21.4K - $23.5K
143 $21K
FDL
First Tr Morningstar Dividend

ETFs
450
New
$42.27 - $43.9 $19K - $19.8K
450 $19K
RELX
Relx PLC

Communication Services
439
New
$41.33 - $47.07 $18.1K - $20.7K
439 $18K
KEYS
Keysight Technologies, Inc.

Technology
100
New
$159.49 - $186.18 $15.9K - $18.6K
100 $17K
LAMR
Lamar Advertising CO

Real Estate
128
New
$116.11 - $129.63 $14.9K - $16.6K
128 $16K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
921
New
$15.2 - $17.48 $14K - $16.1K
921 $16K
RJF
Raymond James Financial Inc

Financial Services
102
New
$158.05 - $167.64 $16.1K - $17.1K
102 $16K
SAN
Banco Santander, S.A.

Financial Services
1.43K
New
$9.65 - $11.03 $13.8K - $15.8K
1.43K $15K
ABC
Amerisourcebergen Corp

Healthcare
76
New
N/A
76 $14K
SF
Stifel Financial Corp

Financial Services
124
New
$107.06 - $125.02 $13.3K - $15.5K
124 $14K
CHKP
Check Point Software Technologies LTD

Technology
63
New
$188.36 - $204.97 $11.9K - $12.9K
63 $12K
WWD
Woodward, Inc.

Industrials
48
New
$246.97 - $274.03 $11.9K - $13.2K
48 $12K
FIS
Fidelity National Information Services, Inc.

Technology
192
New
$61.5 - $68.57 $11.8K - $13.2K
192 $12K
SEIC
Sei Investments CO

Financial Services
145
New
$80.51 - $85.62 $11.7K - $12.4K
145 $11K
WSO
Watsco Inc

Industrials
34
New
$343.12 - $414.9 $11.7K - $14.1K
34 $11K
CMI
Cummins Inc

Industrials
25
New
$407.98 - $484.34 $10.2K - $12.1K
25 $11K
LYG
Lloyds Banking Group PLC

Financial Services
2.43K
New
$4.42 - $5.03 $10.7K - $12.2K
2.43K $11K
AG
First Majestic Silver Corp

Basic Materials
900
New
$10.67 - $15.33 $9.6K - $13.8K
900 $10K
ROLL
Rbc Bearings Inc

Industrials
41
New
N/A
41 $10K
FDS
Factset Research Systems Inc

Financial Services
40
New
$253.62 - $294.11 $10.1K - $11.8K
40 $10K
PSA
Public Storage

Real Estate
38
New
$272.78 - $311.8 $10.4K - $11.8K
38 $10K
PFF
Ishares Trust Ishares Pfd And

ETFs
326
New
$30.84 - $31.79 $10.1K - $10.4K
326 $10K
ABNB
Airbnb, Inc.

Consumer Cyclical
77
New
$117.6 - $129.07 $9.06K - $9.94K
77 $9K
RYAAY
Ryanair Holdings PLC

Industrials
157
New
$59.06 - $65.0 $9.27K - $10.2K
157 $9K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
148
New
N/A
148 $9K
PEAK
Healthpeak Properties, Inc.

Real Estate
452
New
N/A
452 $8K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
189
New
$44.94 - $56.67 $8.49K - $10.7K
189 $8K
GGG
Graco Inc

Industrials
102
New
$80.15 - $84.86 $8.18K - $8.66K
102 $8K
EIX
Edison International

Utilities
125
New
$52.12 - $59.08 $6.52K - $7.39K
125 $7K
GATX
Gatx Corp

Industrials
50
New
$152.11 - $176.26 $7.61K - $8.81K
50 $7K
BMI
Badger Meter Inc

Technology
41
New
$172.92 - $187.87 $7.09K - $7.7K
41 $7K
SU
Suncor Energy Inc

Energy
172
New
$38.17 - $44.36 $6.57K - $7.63K
172 $7K
VEEV
Veeva Systems Inc

Healthcare
27
New
$283.73 - $306.22 $7.66K - $8.27K
27 $7K
LECO
Lincoln Electric Holdings Inc

Industrials
28
New
$225.07 - $242.95 $6.3K - $6.8K
28 $6K
Activity Summary
Buys All Purchases 334 New Holdings 89 Increased Positions 245 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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