OAKWORTH CAP INC

OAKC

Institutions

Combined AUM (Q2 2026)

$15.1M

Combined Shares (Q2 2026)

400,614

Overall Trend

Decrease

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

0 institutions added · 0 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-970

1 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

-970

—

Net Sell

💰 Est. Net Value

≈ —

—

est. price —

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Latest AUM (Q2 2026)

$15.1M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Ownership Trend	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Oakworth Capital, Inc.		0.37%	0.4%	#1	$7.8M	202,915	$7.5M	203,885	-970-0.48%	Reduce
CHICKASAW CAPITAL MANAGEMENT LLC		0.26%	0.26%	#2	$7.3M	197,699	$7.3M	197,699	00.00%	Unchanged

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow