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Oakworth Capital, Inc. (OAKC) discloses $2.10B across 1,354 positions in Form 13F

(Neutral)
(Neutral)
Form Type
13F-HR

Rhea-AI Filing Summary

Oakworth Capital, Inc. filed a quarterly Form 13F as an institutional investment manager. It reports a 13F Holdings Report with 1,354 positions and an aggregate reported value of $2,101,896,037. No other investment managers are included in this report, which is signed by Controller Colby Barnett.

Positive

  • None.

Negative

  • None.
13F Information Table Entry Total 1,354 Number of reportable positions in the Form 13F information table
13F Information Table Value Total $2,101,896,037 Aggregate value of all reportable holdings, rounded to nearest dollar
Other Included Managers 0 Count of additional institutional managers included in this report
Institutional Investment Manager regulatory
"The institutional investment manager filing this report and the person by whom it is signed"
Form 13F regulatory
"Form 13F Information Table Value Total: 2,101,896,037 (round to nearest dollar)"
A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.
13F Holdings Report regulatory
"Report Type (Check only one.) X 13F HOLDINGS REPORT."

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FAQ

What does Oakworth Capital, Inc. (OAKC) report in its latest Form 13F?

Oakworth Capital, Inc. reports a 13F Holdings Report detailing 1,354 positions with an aggregate reported value of $2,101,896,037. This filing reflects the firm’s equity and related securities holdings under SEC reporting requirements.

How many positions does Oakworth Capital, Inc. (OAKC) disclose in this 13F filing?

Oakworth Capital, Inc. discloses 1,354 reportable positions in this Form 13F. These entries represent the firm’s qualifying equity and related holdings as of the relevant quarter-end under SEC institutional reporting rules.

What is the total reported value of Oakworth Capital, Inc. (OAKC) Form 13F holdings?

The filing reports total 13F holdings with an aggregate value of $2,101,896,037. This figure, rounded to the nearest dollar, aggregates all reportable positions listed in the manager’s Form 13F information table.

Are there any other included managers in Oakworth Capital, Inc. (OAKC) Form 13F?

No. The report lists 0 other included managers and explicitly states “NONE” for additional managers. Oakworth Capital, Inc. files this Form 13F solely on its own behalf as the reporting institutional investment manager.

Who signed the Form 13F for Oakworth Capital, Inc. (OAKC) and in what capacity?

The Form 13F is signed by Colby Barnett, who is identified as Controller. The signature block confirms authorization to submit the report and certifies that the information is true, correct, and complete to the best of their knowledge.

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2026
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: OAKWORTH CAPITAL, INC.
Address: 850 SHADES CREEK PARKWAY
BIRMINGHAM, AL 35209
Form 13F File Number: 028-15704
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: COLBY BARNETT
Title: CONTROLLER
Phone: 205-263-4733
Signature, Place, and Date of Signing:
/s/ COLBY BARNETT BIRMINGHAM, AL 07-08-2026
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 1,354
Form 13F Information Table Value Total: 2,101,896,037
(round to nearest dollar)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
NONE