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Unified Ser Tr shares owned by OneAscent Investment Solutions

Quarter-by-quarter ownership of Unified Ser Tr (OALC) shares owned by OneAscent Investment Solutions from 13F filings

Historical chart of OneAscent Investment Solutions investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by OneAscent Investment Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by OneAscent Investment Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $778k 22k 34.81
2025-06-30 $705k 22k 32.47

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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
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Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Core P (OACP)
Alphabet Cap Stk Cl A (GOOGL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Trane Technologies SHS (TT)
Rio Tinto Sponsored Adr (RIO)
JPMorgan Chase & Co. (JPM)
Hdfc Bank Sponsored Ads (HDB)
Amazon (AMZN)

View all positions for OneAscent Investment Solutions

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
Atria Investments
OneAscent Family Office
Patron Partners Advisors
TrueWealth Advisors
Cambridge Investment Research Advisors
RFG Advisory
First Heartland Consultants
Envestnet Asset Management
LPL Financial
OneAscent Investment Solutions
Jones Financial Companies, L.L
Meriwether Wealth & Planning
Susquehanna International

View all funds holding Unified Ser Tr