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Trust For Professional Man shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of Trust For Professional Man (JGRW) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trust For Professional Man by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $684k 25k 27.29
2025-06-30 $656k 25k 26.51
2025-03-31 $262k 10k 25.47

More positions owned by OneAscent Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Large (OALC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Small (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Large (OALC)

View all positions for OneAscent Financial Services

Top funds holding Trust For Professional Man

SOL Capital Management
DMKC Advisory Services
Wall Street Access Asset Management
HighTower Advisors
Hamilton Point Investment Advisors
Snowden Capital Advisors
OneAscent Financial Services
Bill Few Associates
Captrust Financial Advisors
Susquehanna International
Blake Schutter Theil Wealth Advisors
Atlantic Trust
Capital Investment Advisory Services
United Advisor Group
Advisor Group Holdings

View all funds holding Trust For Professional Man