Oakworth Capital, Inc. GLAD β€” GLADSTONE CAPITAL CORP

Ownership history in Oakworth Capital, Inc.  Β·  4 quarters on record

AI Ownership Summary

Oakworth Capital, Inc. reported GLADSTONE CAPITAL CORP (GLAD) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows GLAD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLAD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oakworth Capital, Inc.'s position in GLADSTONE CAPITAL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GLAD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Oakworth Capital, Inc. held GLAD β€” position size vs. price
% of Fund (quarterly)    GLAD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 25 β€” 0% 0.00% $434 2026-04-24 $18.32
2025 Q4 UNCHANGED β€” β€” β€” 25 β€” 0% 0.00% $517 2026-01-30 $20.10
2025 Q3 UNCHANGED β€” β€” β€” 25 β€” 0% 0.00% $547 2025-11-04 $18.30
2025 Q2 INITIATED β€” β€” β€” 25 β€” β€” 0.00% $674 2025-07-17 $27.01

FAQ About Oakworth Capital, Inc. and GLAD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Oakworth Capital, Inc. reported owning GLAD?

Oakworth Capital, Inc. reported GLAD across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported GLAD position in Oakworth Capital, Inc.'s portfolio?

The largest reported portfolio weight for GLAD was 0.00% in 2025 Q2.

What is the latest reported GLAD position on this page?

The most recent filing on this page is 2026 Q1, when Oakworth Capital, Inc. reported 25 shares, equal to 0.00% of portfolio, with an estimated market value of $434.

What does the chart on this GLAD ownership page compare?

The chart compares Oakworth Capital, Inc.'s quarterly GLAD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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