Commonwealth Equity Services’s OneAscent Large Cap Core ETF OALC Stock Holding History

Commonwealth Equity Services’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	$336K	Buy	+8,185	New	+$319K	﹤0.01%	3668

Other funds holding OALC

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Commonwealth Equity Services's OALC Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in OneAscent Large Cap Core ETF (OALC) in Q2 2026: 8,185 shares worth $336K. The stake represents ﹤0.01% of the portfolio and ranks #3668 among its holdings.

29 funds tracked by Wall St. Rank hold OALC as of Q2 2026.

Commonwealth Equity Services held 8,185 shares of OneAscent Large Cap Core ETF worth $336K as of Q2 2026.
OneAscent Large Cap Core ETF was a new Commonwealth Equity Services position in Q2 2026.
OneAscent Large Cap Core ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3668 holding.
29 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.