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 Q2	–	Sell	-1,466	Closed	-$271K	–	615
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	–	502
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OneAscent Financial Services's EGP Position: Q2 2026 in Review

OneAscent Financial Services sold out of EastGroup Properties (EGP) in Q2 2026, closing a stake of 1,466 shares — an estimated $271K sold.

OneAscent Financial Services first reported a position in EGP in Q4 2023 and held it in 7 quarters. The position peaked at $760K in Q1 2025. 551 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

OneAscent Financial Services reported no remaining EastGroup Properties position as of Q2 2026 after selling out during the quarter.
OneAscent Financial Services sold 1,466 EastGroup Properties shares in Q2 2026, an estimated $271K.
OneAscent Financial Services first reported a position in EastGroup Properties in Q4 2023 and held it in 7 quarters.
OneAscent Financial Services's EastGroup Properties position peaked at $760K in Q1 2025.
551 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.