AF
AOMR

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
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 $1.66T AUM 25.57% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Allworth Financial's AOMR Position: Q1 2026 in Review

Allworth Financial increased its Angel Oak Mortgage REIT (AOMR) stake by 1,500% in Q1 2026, buying an estimated $130 and bringing the position to 16 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #4979.

Allworth Financial first reported a position in AOMR in Q2 2025 and has held it in 3 quarters since. The position peaked at $255 in Q2 2025. 83 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

  • Allworth Financial held 16 shares of Angel Oak Mortgage REIT worth $132 as of Q1 2026.
  • Allworth Financial bought 15 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $130.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4979 holding.
  • Allworth Financial first reported a position in Angel Oak Mortgage REIT in Q2 2025 and has held it in 3 quarters since.
  • Allworth Financial's Angel Oak Mortgage REIT position peaked at $255 in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.