Raymond James Financial
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Raymond James Financial’s OneAscent Large Cap Core ETF OALC Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-491
Closed -$15.9K – 6160
2025
Q2 		$15.9K Buy
+491
New +$14.6K ﹤0.01% 5699

Other funds holding OALC

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial's OALC Position: Q3 2025 in Review

Raymond James Financial sold out of OneAscent Large Cap Core ETF (OALC) in Q3 2025, closing a stake of 491 shares — an estimated $15.9K sold.

Raymond James Financial first reported a position in OALC in Q2 2025 and held it in 1 quarter. The position peaked at $15.9K in Q2 2025. 26 funds tracked by Wall St. Rank hold OALC as of Q3 2025.

  • Raymond James Financial reported no remaining OneAscent Large Cap Core ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 491 OneAscent Large Cap Core ETF shares in Q3 2025, an estimated $15.9K.
  • Raymond James Financial first reported a position in OneAscent Large Cap Core ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's OneAscent Large Cap Core ETF position peaked at $15.9K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.