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CARYCARY
9 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ANGEL OAK FUNDS TRUST

LPL Financial LLC holds 565,204 shares of CARY (ANGEL OAK FUNDS TRUST), worth $11.7M as of 2026-Q2. The position was increased (+30.9% shares). CARY represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$11.7M

Current Shares

565,204

Total Value Change

+$10.7M

Total Shares Change

+513,206

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
565,204
+30.9%
$11.7M0.0%$20.68
35
2026-Q1
Increased
431,890
+32.0%
$9M0.0%$20.40
35
2025-Q4
Increased
327,082
+12.5%
$6.8M0.0%$20.20
31
2025-Q3
Increased
290,767
+20.6%
$6.1M0.0%$20.05
32
2025-Q2
Increased
241,047
+10.1%
$5M0.0%$19.64
30
2025-Q1
Increased
219,008
+10.5%
$4.5M0.0%$19.31
30
2024-Q4
Increased
198,277
+232.3%
$4.1M0.0%$18.90
43
2024-Q3
Increased
59,666
+14.8%
$1.3M0.0%$19.07
29
2024-Q2
New
51,998
-
$1.1M0.0%$18.25
35

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

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