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OAKWORTH CAPITAL, INC.: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OAKWORTH CAPITAL, INC. on BND, newest first. How the timeline and the estimate are built.

OAKWORTH CAPITAL, INC. held 2,353,787 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,353,787 shares
    Change vs previous 13F +146,945 shares

    8.2% of the 13F portfolio, value $172,379,227.

    13F-HR 0001140361-26-029253 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,206,842 shares
    Change vs previous 13F +129,014 shares

    8.6% of the 13F portfolio, value $162,511,837.

    13F-HR 0001140361-26-016601 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,077,828 shares
    Change vs previous 13F +164,560 shares

    8.4% of the 13F portfolio, value $153,904,724.

    13F-HR 0001140361-26-002927 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,913,268 shares
    Change vs previous 13F +82,258 shares

    8.22% of the 13F portfolio, value $142,289,739.

    13F-HR 0001140361-25-040287 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,831,010 shares
    Change vs previous 13F +90,436 shares

    8.69% of the 13F portfolio, value $134,817,198.

    13F-HR 0001140361-25-026209 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,740,574 shares
    Change vs previous 13F -2,276 shares

    8.9% of the 13F portfolio, value $127,845,101.

    13F-HR 0001140361-25-015315 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,742,850 shares
    Change vs previous 13F +76,179 shares

    8.62% of the 13F portfolio, value $125,328,282.

    13F-HR 0001140361-25-002072 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,666,671 shares
    Change vs previous 13F not available

    8.68% of the 13F portfolio, value $125,183,591.

    13F-HR 0001140361-24-043787 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).