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OneAscent Financial Services’s Equity Residential EQR Stock Holding History

OneAscent Financial Services’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,745
Closed -$269K – 542
2025
Q1 		$269K Buy
+3,745
New +$264K 0.02% 420

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AAMU
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Geode Capital Management
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OneAscent Financial Services's EQR Position: Q2 2025 in Review

OneAscent Financial Services sold out of Equity Residential (EQR) in Q2 2025, closing a stake of 3,745 shares — an estimated $269K sold.

OneAscent Financial Services first reported a position in EQR in Q1 2025 and held it in 1 quarter. The position peaked at $269K in Q1 2025. 707 funds tracked by Wall St. Rank hold EQR as of Q2 2025.

  • OneAscent Financial Services reported no remaining Equity Residential position as of Q2 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 3,745 Equity Residential shares in Q2 2025, an estimated $269K.
  • OneAscent Financial Services first reported a position in Equity Residential in Q1 2025 and held it in 1 quarter.
  • OneAscent Financial Services's Equity Residential position peaked at $269K in Q1 2025.
  • 707 funds tracked by Wall St. Rank held Equity Residential as of Q2 2025.

Based on OneAscent Financial Services's 13F filing for Q2 2025, filed 12 Aug 2025.