OFS
POOL icon

OneAscent Financial Services’s Pool Corp POOL Stock Holding History

OneAscent Financial Services’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-776
Closed -$247K – 558
2025
Q1 		$247K Sell
776
-67
-8% -$22.7K 0.02% 436
2024
Q4 		$287K Sell
843
-234
-22% -$85.3K 0.02% 369
2024
Q3 		$406K Sell
1,077
-321
-23% -$111K 0.29% 88
2024
Q2 		$430K Sell
1,398
-205
-13% -$74.2K 0.06% 161
2024
Q1 		$647K Buy
1,603
+241
+18% +$94.2K 0.07% 169
2023
Q4 		$543K Buy
1,362
+139
+11% +$48.7K 0.07% 180
2023
Q3 		$435K Buy
1,223
+111
+10% +$40.4K 0.11% 134
2023
Q2 		$416K Buy
1,112
+214
+24% +$73.2K 0.18% 63
2023
Q1 		$308K Sell
898
-34
-4% -$12.1K 0.13% 108
2022
Q4 		$282K Buy
932
+16
+2% +$5.07K 0.12% 129
2022
Q3 		$292K Sell
916
-87
-9% -$31K 0.12% 125
2022
Q2 		$352K Buy
1,003
+16
+2% +$6.34K 0.16% 121
2022
Q1 		$417K Buy
987
+86
+10% +$40.2K 0.3% 53
2021
Q4 		$510K Sell
901
-86
-9% -$45.1K 0.97% 26
2021
Q3 		$429K Buy
+987
New +$468K 0.57% 37
2021
Q1 		$401K Buy
1,162
+141
+14% +$49.1K 0.39% 59
2020
Q4 		$380K Sell
1,021
-725
-42% -$253K 0.41% 57
2020
Q3 		$584K Buy
+1,746
New +$540K 0.3% 59

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return