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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
Q1 		$9.46K Buy
+276
New +$9.84K ﹤0.01% 1855

Other funds holding OALC

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blue Trust Inc's OALC Position: Q1 2026 in Review

Blue Trust Inc opened a new position in OneAscent Large Cap Core ETF (OALC) in Q1 2026: 276 shares worth $9.46K. The stake represents ﹤0.01% of the portfolio and ranks #1855 among its holdings.

29 funds tracked by Wall St. Rank hold OALC as of Q1 2026.

  • Blue Trust Inc held 276 shares of OneAscent Large Cap Core ETF worth $9.46K as of Q1 2026.
  • OneAscent Large Cap Core ETF was a new Blue Trust Inc position in Q1 2026.
  • OneAscent Large Cap Core ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1855 holding.
  • 29 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.