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CARYCARY
12 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ANGEL OAK FUNDS TRUST

AXXCESS WEALTH MANAGEMENT, LLC holds 430,895 shares of CARY (ANGEL OAK FUNDS TRUST), worth $9M as of 2026-Q2. This is a new position. CARY represents 0.1% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$9M

Current Shares

430,895

Total Value Change

+$7.2M

Total Shares Change

+341,192

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
430,895
-
$9M0.1%$20.68
46
2026-Q1
Exited
0
-100.0%
$00.0%$20.40
0
2025-Q4
Increased
388,632
+3.1%
$8.1M0.1%$20.20
34
2025-Q3
Increased
377,071
+2.3%
$7.9M0.2%$20.05
34
2025-Q2
Increased
368,613
+7.2%
$7.7M0.2%$19.64
35
2025-Q1
Increased
343,820
+1.2%
$7.1M0.2%$19.31
33
2024-Q4
Increased
339,606
+3.6%
$7M0.2%$18.90
34
2024-Q3
Decreased
327,739
-24.4%
$6.9M0.2%$19.07
0
2024-Q2
Increased
433,754
+4.1%
$8.9M0.2%$18.25
34
2024-Q1
Increased
416,811
+9.9%
$8.6M0.2%$17.90
36
2023-Q4
Increased
379,163
+322.7%
$7.8M0.2%$17.57
53
2023-Q3
New
89,703
-
$1.8M0.1%$16.90
36

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

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