Private Advisor Group’s OneAscent Large Cap Core ETF OALC Stock Holding History

Private Advisor Group’s Portfolio OALC Stock Details OALC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.53M	Buy	+61,577	New	+$2.53M	0.01%	1084

Other funds holding OALC

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

OneAscent Wealth Management Birmingham, Alabama $315M AUM 13.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Patron Partners Houston, Texas $262M AUM 25.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

OneAscent Family Office Birmingham, Alabama $242M AUM 28.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Private Advisor Group's OALC Position: Q3 2026 in Review

Private Advisor Group opened a new position in OneAscent Large Cap Core ETF (OALC) in Q3 2026: 61,577 shares worth $2.53M. The stake represents 0.01% of the portfolio and ranks #1084 among its holdings.

23 funds tracked by Wall St. Rank hold OALC as of Q3 2026.

Private Advisor Group held 61,577 shares of OneAscent Large Cap Core ETF worth $2.53M as of Q3 2026.
OneAscent Large Cap Core ETF was a new Private Advisor Group position in Q3 2026.
OneAscent Large Cap Core ETF made up 0.01% of Private Advisor Group's portfolio in Q3 2026, its #1084 holding.
23 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.