OneAscent Family Office, LLC
Family OfficePosition in NDAQ — Nasdaq, Inc.
CIK 2055812
BIRMINGHAM, AL
Position in NDAQ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$233,543
-$1,772 QoQ
Shares Held
2,963
+6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#797
of 1,076 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026OneAscent Family Office, LLC holds $462,830 across 2 Financial Data & Stock Exchanges names. NDAQ ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
This page
|
2,963 | $233,543 | |
| 2 | SPGI |
S&P Global Inc.
|
595 | $229,287 |
All Filings in NDAQ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,543 | 2,963 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $235,315 | 2,772 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $306,250 | 3,153 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $265,350 | 3,000 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $263,699 | 2,949 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||