OneAscent Wealth Management
EGP icon

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
Q3 		$209K Sell
1,056
-245
-19% -$50.3K 0.07% 140
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

OneAscent Wealth Management's EGP Position: Q3 2026 in Review

OneAscent Wealth Management reduced its EastGroup Properties (EGP) stake by 19% in Q3 2026, selling an estimated $50.3K and leaving 1,056 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #140.

OneAscent Wealth Management first reported a position in EGP in Q4 2023 and has held it in 11 quarters since. The position peaked at $399K in Q3 2024. 333 funds tracked by Wall St. Rank hold EGP as of Q3 2026.

  • OneAscent Wealth Management held 1,056 shares of EastGroup Properties worth $209K as of Q3 2026.
  • OneAscent Wealth Management sold 245 EastGroup Properties shares in Q3 2026, an estimated $50.3K.
  • EastGroup Properties made up 0.07% of OneAscent Wealth Management's portfolio in Q3 2026, its #140 holding.
  • OneAscent Wealth Management first reported a position in EastGroup Properties in Q4 2023 and has held it in 11 quarters since.
  • OneAscent Wealth Management's EastGroup Properties position peaked at $399K in Q3 2024.
  • 333 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2026.

Based on OneAscent Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.