Question 1

How many shares of CARY does Focus Partners Wealth own?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth holds 1.5M shares of CARY (ANGEL OAK FUNDS TRUST).

Question 2

What is Focus Partners Wealth's CARY position worth?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth's CARY position is worth $30.5M.

Question 3

Is Focus Partners Wealth buying or selling CARY?

Accepted Answer

In 2026-Q2, Focus Partners Wealth increased their CARY position (+1466x change in shares).

Question 4

When did Focus Partners Wealth first buy CARY?

Accepted Answer

Based on available 13F filings, Focus Partners Wealth first reported a position in CARY in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.5M	+1466x	$30.5M	0.0%	$20.68	46
2026-Q1	Decreased	1,000	-99.9%	$29.5M	0.0%	$20.40	0
2025-Q4	Unchanged	1.4M	0.0%	$29.7M	0.0%	$20.20	0
2025-Q3	Increased	1.4M	+3.3%	$29.7M	0.0%	$20.05	30
2025-Q2	Increased	1.4M	+4.9%	$28.6M	0.1%	$19.64	30
2025-Q1	Decreased	1.3M	-47.7%	$27.2M	0.1%	$19.31	0
2024-Q4	Increased	2.5M	+122.4%	$51.6M	0.1%	$18.90	47
2024-Q3	New	1.1M	-	$23.9M	0.1%	$19.07	40

CARY8 quarters

CARY
8 quarters