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OneAscent Wealth Management’s EastGroup Properties EGP Stock Holding History

OneAscent Wealth Management’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 		$263K Sell
1,301
-60
-4% -$12K 0.08% 136
2026
Q1 		$252K Sell
1,361
-404
-23% -$75.5K 0.08% 133
2025
Q4 		$314K Sell
1,765
-145
-8% -$25.8K 0.1% 107
2025
Q3 		$323K Buy
1,910
+30
+2% +$4.98K 0.11% 113
2025
Q2 		$314K Buy
1,880
+133
+8% +$22.1K 0.12% 109
2025
Q1 		$308K Buy
1,747
+104
+6% +$18.1K 0.13% 100
2024
Q4 		$264K Sell
1,643
-477
-23% -$82.4K 0.11% 130
2024
Q3 		$399K Buy
+2,120
New +$391K 0.15% 93
2024
Q2 		– Sell
-1,375
Closed -$247K – 119
2024
Q1 		$247K Buy
1,375
+49
+4% +$8.84K 0.09% 152
2023
Q4 		$243K Buy
+1,326
New +$226K 0.1% 148

Other funds holding EGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OneAscent Wealth Management's EGP Position: Q2 2026 in Review

OneAscent Wealth Management reduced its EastGroup Properties (EGP) stake by 4.4% in Q2 2026, selling an estimated $12K and leaving 1,301 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #136.

OneAscent Wealth Management first reported a position in EGP in Q4 2023 and has held it in 10 quarters since. The position peaked at $399K in Q3 2024. 548 funds tracked by Wall St. Rank hold EGP as of Q2 2026.

  • OneAscent Wealth Management held 1,301 shares of EastGroup Properties worth $263K as of Q2 2026.
  • OneAscent Wealth Management sold 60 EastGroup Properties shares in Q2 2026, an estimated $12K.
  • EastGroup Properties made up 0.08% of OneAscent Wealth Management's portfolio in Q2 2026, its #136 holding.
  • OneAscent Wealth Management first reported a position in EastGroup Properties in Q4 2023 and has held it in 10 quarters since.
  • OneAscent Wealth Management's EastGroup Properties position peaked at $399K in Q3 2024.
  • 548 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2026.

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