EH
OALC icon

Equitable Holdings’s OneAscent Large Cap Core ETF OALC Stock Holding History

Equitable Holdings’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 		$292K Buy
8,235
+1,126
+16% +$40.1K ﹤0.01% 1469
2025
Q4 		$252K Hold
7,109
– – ﹤0.01% 1401
2025
Q3 		$247K Buy
+7,109
New +$239K ﹤0.01% 1362

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

Equitable Holdings's OALC Position: Q1 2026 in Review

Equitable Holdings increased its OneAscent Large Cap Core ETF (OALC) stake by 16% in Q1 2026, buying an estimated $40.1K and bringing the position to 8,235 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Equitable Holdings first reported a position in OALC in Q3 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold OALC as of Q1 2026.

  • Equitable Holdings held 8,235 shares of OneAscent Large Cap Core ETF worth $292K as of Q1 2026.
  • Equitable Holdings bought 1,126 OneAscent Large Cap Core ETF shares in Q1 2026, an estimated $40.1K.
  • OneAscent Large Cap Core ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1469 holding.
  • Equitable Holdings first reported a position in OneAscent Large Cap Core ETF in Q3 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.