13F

Stock

Vanguard Balanced Index

Ticker not mapped · held by 5 managers

Reported value

$5.68M

Holders

5

+1 new · −4 exited

Holders’ est. mark

−$202.8K

Price effect on 4 books still in the name

Largest holder

$4.29M

OAKWORTH CAPITAL, INC.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
OAKWORTH CAPITAL, INC.86K$4.29M−$165.4KCut−$106.2K
FIRST MERCHANTS CORP8.98K$447.8K−$17.5KCut−$76.9K
McIlrath & Eck, LLC8.65K$431.1KNew
Williams Jones Wealth Management, LLC.8.44K$421K−$16.5KCut−$16.5K
KELLEHER FINANCIAL ADVISORS1.8K$89.6K−$3.46KCut−$2.22K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.