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CARYCARY
Showing 8 of 11 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in ANGEL OAK FUNDS TRUST

STIFEL FINANCIAL CORP holds 596,599 shares of CARY (ANGEL OAK FUNDS TRUST), worth $12.4M as of 2026-Q2. The position was increased (+18.2% shares). CARY represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$12.4M

Current Shares

596,599

Total Value Change

+$8.8M

Total Shares Change

+428,714

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
596,599
+18.2%
$12.4M0.0%$20.68
33
2026-Q1
Increased
504,565
+16.2%
$10.5M0.0%$20.40
32
2025-Q4
Increased
434,323
+11.2%
$9M0.0%$20.20
31
2025-Q3
Increased
390,698
+31.8%
$8.2M0.0%$20.05
35
2025-Q2
Increased
296,490
+2.7%
$6.2M0.0%$19.64
28
2025-Q1
Increased
288,647
+57.3%
$6M0.0%$19.31
39
2024-Q4
Increased
183,490
+9.3%
$3.8M0.0%$18.90
29
2024-Q3
Decreased
167,885
-13.5%
$3.6M0.0%$19.07
0

Other major holders of CARY: BANK OF AMERICA CORP /DE/, MORGAN STANLEY, WELLS FARGO & COMPANY/MN

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