OneAscent Financial Services LLC - Portfolio Stock Holdings
OneAscent Financial Services LLC disclosed 689 stock positions in a recent SEC 13F filing. $1,631,279,396 of stock holdings were filed, with the largest holdings including OAIM, OACP, and OALC. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $3,537,993,573 and has 161 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
689Est. Stock Holding Value:
$1,631,279,396Top Stock Holdings By Sector
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Portfolio Stock Holdings - OneAscent Financial Services LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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