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Silver Oak Securities’s AZZ Inc AZZ Stock Holding History

Silver Oak Securities’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$641K Sell
4,136
-60
-1% -$8.53K 0.04% 392
2026
Q1 		$525K Buy
4,196
+416
+11% +$52.5K 0.04% 423
2025
Q4 		$412K Buy
+3,780
New +$392K 0.03% 519

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Silver Oak Securities's AZZ Position: Q2 2026 in Review

Silver Oak Securities reduced its AZZ Inc (AZZ) stake by 1.4% in Q2 2026, selling an estimated $8.53K and leaving 4,136 shares worth $641K. The position accounts for 0.04% of the portfolio, ranked #392.

Silver Oak Securities first reported a position in AZZ in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold AZZ as of Q2 2026.

  • Silver Oak Securities held 4,136 shares of AZZ Inc worth $641K as of Q2 2026.
  • Silver Oak Securities sold 60 AZZ Inc shares in Q2 2026, an estimated $8.53K.
  • AZZ Inc made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #392 holding.
  • Silver Oak Securities first reported a position in AZZ Inc in Q4 2025 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held AZZ Inc as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.