CUSIP 90470L519ONEASCENT CORE POACPQ4 2025
Aggregate 13F value by quarter
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27 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 4.89M | $112.68M | +1.97M | Added |
| 2 | Oneascent Wealth Management LLC | 2.43M | $55.90M | +120.5K | Added |
| 3 | Atria Investments, Inc | 629.7K | $14.51M | −809.4K | Reduced |
| 4 | Oneascent Family Office, LLC | 437.6K | $10.08M |
| +63.7K |
| Added |
| 5 | Patron Partners, LLC | 143.9K | $3.32M | +18.2K | Added |
| 6 | Oneascent Investment Solutions LLC | 107.8K | $2.48M | −321 | Reduced |
| 7 | Rfg Advisory, LLC | 101.6K | $2.34M | +1.1K | Added |
| 8 | First Heartland Consultants, Inc. | 65.2K | $1.50M | +2.5K | Added |
| 9 | Dynamic Advisor Solutions LLC | 58.5K | $1.35M | +37.3K | Added |
| 10 | Envestnet Asset Management Inc | 45.6K | $1.05M | +18.5K | Added |
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