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CARYCARY
Showing 8 of 11 quarters

Position history for Baird Financial Group, Inc.Baird Financial Group, Inc.'s holdings in ANGEL OAK FUNDS TRUST

Baird Financial Group, Inc. holds 552,850 shares of CARY (ANGEL OAK FUNDS TRUST), worth $11.5M as of 2026-Q2. The position was increased (+1.7% shares). CARY represents 0.0% of Baird Financial Group, Inc.'s portfolio.

Current Value

$11.5M

Current Shares

552,850

Total Value Change

-$109,043

Total Shares Change

+5,551

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
552,850
+1.7%
$11.5M0.0%$20.68
28
2026-Q1
Decreased
543,828
-1.5%
$11.3M0.0%$20.40
0
2025-Q4
Decreased
552,275
-2.5%
$11.5M0.0%$20.20
0
2025-Q3
Increased
566,128
+1.3%
$11.8M0.0%$20.05
28
2025-Q2
Decreased
558,813
-0.4%
$11.6M0.0%$19.64
0
2025-Q1
Decreased
561,212
-3.1%
$11.7M0.0%$19.31
0
2024-Q4
Increased
579,017
+5.8%
$11.9M0.0%$18.90
30
2024-Q3
Increased
547,299
+46.5%
$11.6M0.0%$19.07
38

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

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