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CARYCARY
3 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ANGEL OAK FUNDS TRUST

EP Wealth Advisors, LLC holds 902,108 shares of CARY (ANGEL OAK FUNDS TRUST), worth $18.7M as of 2026-Q2. The position was increased (+1817.5% shares). CARY represents 0.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$18.7M

Current Shares

902,108

Total Value Change

+$18.2M

Total Shares Change

+876,080

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
902,108
+1817.5%
$18.7M0.1%$20.68
46
2026-Q1
Increased
47,047
+80.8%
$977,3100.0%$20.40
38
2025-Q4
New
26,028
-
$542,0370.0%$20.20
34

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

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