OALC · Insider trading · 13F holders · Congress trades
Unified Ser Tr (OALC)
Who is buying and selling OALC: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 6
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
OALC at a glance
- No open-market insider purchases or sales of OALC were filed in the last 90 days.
- 6 13F filers hold OALC among their 50 largest positions, worth $178.4M combined. The biggest bets by portfolio weight are OneAscent Wealth Management LLC (13.1%), OneAscent Financial Services LLC (5.6%) and Patron Partners, LLC (2.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in OALC.
OALC insider trading
No open-market insider purchases or sales of OALC were filed in the last 90 days.
Who owns OALC? Hedge funds and superinvestors
6 13F filers hold OALC among their 50 largest positions, worth $178.4M combined. The biggest bets by portfolio weight are OneAscent Wealth Management LLC (13.1%), OneAscent Financial Services LLC (5.6%) and Patron Partners, LLC (2.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| OneAscent Financial Services LLCWealth manager | 5.6% | $118.1M | 2,879,184 | +1.5% shares | Q2 2026 |
| OneAscent Wealth Management LLCWealth manager | 13.1% | $43.9M | 1,070,324 | -8.4% shares | Q2 2026 |
| Patron Partners, LLCWealth manager | 2.3% | $6.0M | 147,222 | +14.0% shares | Q2 2026 |
| TrueWealth Advisors, LLCWealth manager | 1.3% | $5.7M | 138,744 | +4.8% shares | Q3 2026 |
| OneAscent Family Office, LLCInstitutional asset manager | 1.8% | $3.5M | 85,432 | -27.4% shares | Q2 2026 |
| OneAscent Investment Solutions LLCMutual fund manager | 1.0% | $1.0M | 25,231 | +2.5% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 5). Screen OALC in the grand portfolio →
OALC stock trades by members of Congress
No member of Congress has disclosed a trade in OALC.
OALC questions and answers
Are insiders buying OALC stock?
No open-market insider purchases or sales of OALC were filed in the last 90 days.
Which hedge funds own OALC?
6 13F filers hold OALC among their 50 largest positions, worth $178.4M combined. The biggest bets by portfolio weight are OneAscent Wealth Management LLC (13.1%), OneAscent Financial Services LLC (5.6%) and Patron Partners, LLC (2.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded OALC?
No member of Congress has disclosed a trade in OALC.
Who is the largest holder of OALC?
Among 13F filers, OneAscent Financial Services LLC reports the largest OALC position, $118.1M (2,879,184 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is OneAscent Wealth Management LLC's: 13.1% of its portfolio.
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