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Blue Trust Inc’s OneAscent Large Cap Core ETF OALC Stock Holding History

Blue Trust Inc’s Portfolio OALC Stock Details OALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-276
Closed -$9.46K – 2596
2026
Q1 		$9.46K Buy
+276
New +$9.84K ﹤0.01% 1855

Other funds holding OALC

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PP
Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Blue Trust Inc's OALC Position: Q2 2026 in Review

Blue Trust Inc sold out of OneAscent Large Cap Core ETF (OALC) in Q2 2026, closing a stake of 276 shares — an estimated $9.46K sold.

Blue Trust Inc first reported a position in OALC in Q1 2026 and held it in 1 quarter. The position peaked at $9.46K in Q1 2026. 29 funds tracked by Wall St. Rank hold OALC as of Q2 2026.

  • Blue Trust Inc reported no remaining OneAscent Large Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 276 OneAscent Large Cap Core ETF shares in Q2 2026, an estimated $9.46K.
  • Blue Trust Inc first reported a position in OneAscent Large Cap Core ETF in Q1 2026 and held it in 1 quarter.
  • Blue Trust Inc's OneAscent Large Cap Core ETF position peaked at $9.46K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.