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
Q2 		$327K Sell
7,969
-266
-3% -$10.4K ﹤0.01% 1512
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 $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

Equitable Holdings's OALC Position: Q2 2026 in Review

Equitable Holdings reduced its OneAscent Large Cap Core ETF (OALC) stake by 3.2% in Q2 2026, selling an estimated $10.4K and leaving 7,969 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Equitable Holdings first reported a position in OALC in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold OALC as of Q2 2026.

  • Equitable Holdings held 7,969 shares of OneAscent Large Cap Core ETF worth $327K as of Q2 2026.
  • Equitable Holdings sold 266 OneAscent Large Cap Core ETF shares in Q2 2026, an estimated $10.4K.
  • OneAscent Large Cap Core ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1512 holding.
  • Equitable Holdings first reported a position in OneAscent Large Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.