Back to Rockefeller Capital Management L.P. Rockefeller Capital Management L.P.

CARYCARY
11 quarters

Position history for Rockefeller Capital Management L.P.Rockefeller Capital Management L.P.'s holdings in ANGEL OAK FUNDS TRUST

Rockefeller Capital Management L.P. holds 122,946 shares of CARY (ANGEL OAK FUNDS TRUST), worth $2.6M as of 2026-Q2. The position was increased (+11.5% shares). CARY represents 0.0% of Rockefeller Capital Management L.P.'s portfolio.

Current Value

$2.6M

Current Shares

122,946

Total Value Change

+$1.8M

Total Shares Change

+86,574

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
122,946
+11.5%
$2.6M0.0%$20.68
29
2026-Q1
Increased
110,307
+10.7%
$2.3M0.0%$20.40
29
2025-Q4
Increased
99,611
+36.8%
$2.1M0.0%$20.20
34
2025-Q3
Decreased
72,830
-33.1%
$1.5M0.0%$20.05
0
2025-Q2
Increased
108,830
+229.5%
$2.3M0.0%$19.64
42
2025-Q1
Increased
33,026
+62.2%
$685,6310.0%$19.31
36
2024-Q4
Increased
20,356
+4.1%
$419,1480.0%$18.90
25
2024-Q3
Decreased
19,549
-1.6%
$414,2560.0%$19.07
0
2024-Q2
Decreased
19,873
-3.9%
$409,4030.0%$18.25
0
2024-Q1
Decreased
20,673
-43.2%
$424,6250.0%$17.90
0
2023-Q4
New
36,372
-
$744,1820.0%$17.57
34

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

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