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Firestone Capital Management’s OneAscent International Equity ETF OAIM Stock Holding History

Firestone Capital Management’s Portfolio OAIM Stock Details OAIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$555K Buy
12,898
+1,156
+10% +$50.6K 0.12% 100
2025
Q4 		$486K Buy
11,742
+1,200
+11% +$48.5K 0.1% 105
2025
Q3 		$424K Buy
10,542
+180
+2% +$7.03K 0.09% 109
2025
Q2 		$396K Buy
10,362
+600
+6% +$21.3K 0.09% 106
2025
Q1 		$326K Buy
9,762
+473
+5% +$15.7K 0.09% 110
2024
Q4 		$298K Buy
9,289
+30
+0.3% +$1K 0.07% 122
2024
Q3 		$319K Hold
9,259
– – 0.08% 114
2024
Q2 		$299K Hold
9,259
– – 0.08% 110
2024
Q1 		$298K Buy
9,259
+165
+2% +$5.11K 0.08% 109
2023
Q4 		$276K Hold
9,094
– – 0.09% 103
2023
Q3 		$260K Hold
9,094
– – 0.09% 105
2023
Q2 		$286K Buy
+9,094
New +$271K 0.09% 98

Other funds holding OAIM

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
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Firestone Capital Management's OAIM Position: Q1 2026 in Review

Firestone Capital Management increased its OneAscent International Equity ETF (OAIM) stake by 9.8% in Q1 2026, buying an estimated $50.6K and bringing the position to 12,898 shares worth $555K. The position accounts for 0.12% of the portfolio, ranked #100.

Firestone Capital Management first reported a position in OAIM in Q2 2023 and has held it in 12 quarters since. 48 funds tracked by Wall St. Rank hold OAIM as of Q1 2026.

  • Firestone Capital Management held 12,898 shares of OneAscent International Equity ETF worth $555K as of Q1 2026.
  • Firestone Capital Management bought 1,156 OneAscent International Equity ETF shares in Q1 2026, an estimated $50.6K.
  • OneAscent International Equity ETF made up 0.12% of Firestone Capital Management's portfolio in Q1 2026, its #100 holding.
  • Firestone Capital Management first reported a position in OneAscent International Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • 48 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.