Allworth Financial
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Allworth Financial’s Angel Oak Mortgage REIT AOMR Stock Holding History

Allworth Financial’s Portfolio AOMR Stock Details AOMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$591 Buy
65
+49
+306% +$422 ﹤0.01% 4817
2026
Q1 		$132 Buy
16
+15
+1,500% +$130 ﹤0.01% 4979
2025
Q4 		$9 Buy
+1
New +$9 ﹤0.01% 4957
2025
Q3 		– Sell
-27
Closed -$255 – 4916
2025
Q2 		$255 Buy
+27
New +$245 ﹤0.01% 4276

Other funds holding AOMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Davidson Kempner Capital Management
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Masters Capital Management
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's AOMR Position: Q2 2026 in Review

Allworth Financial increased its Angel Oak Mortgage REIT (AOMR) stake by 306% in Q2 2026, buying an estimated $422 and bringing the position to 65 shares worth $591. The position accounts for ﹤0.01% of the portfolio, ranked #4817.

Allworth Financial first reported a position in AOMR in Q2 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • Allworth Financial held 65 shares of Angel Oak Mortgage REIT worth $591 as of Q2 2026.
  • Allworth Financial bought 49 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $422.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4817 holding.
  • Allworth Financial first reported a position in Angel Oak Mortgage REIT in Q2 2025 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.