OneAscent Financial Services’s Amdocs DOX Stock Holding History

OneAscent Financial Services’s Portfolio DOX Stock Details DOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,441	Closed	-$200K	–	480
2025 Q3	$200K	Buy	2,441 +200	+9%	+$17.3K	0.01%	477
2025 Q2	$206K	Buy	2,241 +14	+0.6%	+$1.25K	0.01%	508
2025 Q1	$204K	Buy	+2,227	New	+$194K	0.01%	475
2022 Q1	–	Sell	-3,185	Closed	-$238K	–	161
2021 Q4	$238K	Buy	3,185 +232	+8%	+$17.4K	0.45%	103
2021 Q3	$224K	Buy	+2,953	New	+$228K	0.3%	79
2021 Q1	–	Sell	-2,803	Closed	-$200K	–	151
2020 Q4	$200K	Sell	2,803 -2,365	-46%	-$148K	0.21%	115
2020 Q3	$297K	Sell	5,168 -129	-2%	-$7.71K	0.16%	141
2020 Q2	$322K	Buy	+5,297	New	+$327K	0.22%	105

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

OneAscent Financial Services's DOX Position: Q4 2025 in Review

OneAscent Financial Services sold out of Amdocs (DOX) in Q4 2025, closing a stake of 2,441 shares — an estimated $200K sold.

OneAscent Financial Services first reported a position in DOX in Q2 2020 and held it in 8 quarters. The position peaked at $322K in Q2 2020. 492 funds tracked by Wall St. Rank hold DOX as of Q4 2025.

OneAscent Financial Services reported no remaining Amdocs position as of Q4 2025 after selling out during the quarter.
OneAscent Financial Services sold 2,441 Amdocs shares in Q4 2025, an estimated $200K.
OneAscent Financial Services first reported a position in Amdocs in Q2 2020 and held it in 8 quarters.
OneAscent Financial Services's Amdocs position peaked at $322K in Q2 2020.
492 funds tracked by Wall St. Rank held Amdocs as of Q4 2025.

Based on OneAscent Financial Services's 13F filing for Q4 2025, filed 11 Feb 2026.