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OneAscent Financial Services’s EastGroup Properties EGP Stock Holding History

OneAscent Financial Services’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Buy
1,466
+48
+3% +$8.96K 0.01% 485
2025
Q4 		$253K Buy
+1,418
New +$252K 0.02% 395
2025
Q3 		– Sell
-1,818
Closed -$306K – 428
2025
Q2 		$306K Sell
1,818
-2,480
-58% -$412K 0.02% 404
2025
Q1 		$760K Buy
4,298
+1,867
+77% +$325K 0.05% 248
2024
Q4 		$390K Buy
+2,431
New +$420K 0.03% 302
2024
Q2 		– Sell
-2,371
Closed -$426K – 279
2024
Q1 		$426K Buy
2,371
+256
+12% +$46.2K 0.05% 225
2023
Q4 		$388K Buy
+2,115
New +$361K 0.05% 224

Other funds holding EGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OneAscent Financial Services's EGP Position: Q1 2026 in Review

OneAscent Financial Services increased its EastGroup Properties (EGP) stake by 3.4% in Q1 2026, buying an estimated $8.96K and bringing the position to 1,466 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #485.

OneAscent Financial Services first reported a position in EGP in Q4 2023 and has held it in 7 quarters since. The position peaked at $760K in Q1 2025. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

  • OneAscent Financial Services held 1,466 shares of EastGroup Properties worth $271K as of Q1 2026.
  • OneAscent Financial Services bought 48 EastGroup Properties shares in Q1 2026, an estimated $8.96K.
  • EastGroup Properties made up 0.01% of OneAscent Financial Services's portfolio in Q1 2026, its #485 holding.
  • OneAscent Financial Services first reported a position in EastGroup Properties in Q4 2023 and has held it in 7 quarters since.
  • OneAscent Financial Services's EastGroup Properties position peaked at $760K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.