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 Q3	–	Sell	-2,241	Closed	-$206K	–	423
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 $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

OneAscent Financial Services's DOX Position: Q3 2025 in Review

OneAscent Financial Services sold out of Amdocs (DOX) in Q3 2025, closing a stake of 2,241 shares — an estimated $206K sold.

OneAscent Financial Services first reported a position in DOX in Q2 2020 and held it in 7 quarters. The position peaked at $322K in Q2 2020. 526 funds tracked by Wall St. Rank hold DOX as of Q3 2025.

OneAscent Financial Services reported no remaining Amdocs position as of Q3 2025 after selling out during the quarter.
OneAscent Financial Services sold 2,241 Amdocs shares in Q3 2025, an estimated $206K.
OneAscent Financial Services first reported a position in Amdocs in Q2 2020 and held it in 7 quarters.
OneAscent Financial Services's Amdocs position peaked at $322K in Q2 2020.
526 funds tracked by Wall St. Rank held Amdocs as of Q3 2025.

Based on OneAscent Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.