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Meriwether Wealth & Planning’s OneAscent Large Cap Core ETF OALC Stock Holding History

Meriwether Wealth & Planning’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 		– Sell
-17,386
Closed -$616K – 134
2025
Q4 		$616K Sell
17,386
-2,357
-12% -$83K 0.35% 57
2025
Q3 		$687K Sell
19,743
-487
-2% -$16.4K 0.4% 48
2025
Q2 		$656K Sell
20,230
-4,858
-19% -$144K 0.41% 50
2025
Q1 		$717K Sell
25,088
-2,042
-8% -$61.1K 0.47% 49
2024
Q4 		$804K Buy
+27,130
New +$816K 0.57% 38

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

Meriwether Wealth & Planning's OALC Position: Q1 2026 in Review

Meriwether Wealth & Planning sold out of OneAscent Large Cap Core ETF (OALC) in Q1 2026, closing a stake of 17,386 shares — an estimated $616K sold.

Meriwether Wealth & Planning first reported a position in OALC in Q4 2024 and held it in 5 quarters. The position peaked at $804K in Q4 2024. 29 funds tracked by Wall St. Rank hold OALC as of Q1 2026.

  • Meriwether Wealth & Planning reported no remaining OneAscent Large Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 17,386 OneAscent Large Cap Core ETF shares in Q1 2026, an estimated $616K.
  • Meriwether Wealth & Planning first reported a position in OneAscent Large Cap Core ETF in Q4 2024 and held it in 5 quarters.
  • Meriwether Wealth & Planning's OneAscent Large Cap Core ETF position peaked at $804K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q1 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q1 2026, filed 9 Apr 2026.