AB
AOMR

Amalgamated Bank’s Angel Oak Mortgage REIT AOMR Stock Holding History

Amalgamated Bank’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 		– Sell
-427
Closed -$4K – 1689
2025
Q4 		$4K Buy
427
+9
+2% +$80 ﹤0.01% 2764
2025
Q3 		$4K Hold
418
– – ﹤0.01% 2813
2025
Q2 		$4K Hold
418
– – ﹤0.01% 2812
2025
Q1 		$4K Hold
418
– – ﹤0.01% 2706
2024
Q4 		$4K Hold
418
– – ﹤0.01% 2772
2024
Q3 		$4K Hold
418
– – ﹤0.01% 2797
2024
Q2 		$5K Hold
418
– – ﹤0.01% 2739
2024
Q1 		$4K Sell
418
-697
-63% -$7.38K ﹤0.01% 2759
2023
Q4 		$12K Sell
1,115
-125
-10% -$1.18K ﹤0.01% 2826
2023
Q3 		$11K Hold
1,240
– – ﹤0.01% 2873
2023
Q2 		$10K Hold
1,240
– – ﹤0.01% 2950
2023
Q1 		$9K Sell
1,240
-277
-18% -$2.05K ﹤0.01% 2827
2022
Q4 		$7K Hold
1,517
– – ﹤0.01% 2908
2022
Q3 		$18K Hold
1,517
– – ﹤0.01% 2832
2022
Q2 		$20K Buy
1,517
+643
+74% +$9.5K ﹤0.01% 2849
2022
Q1 		$14K Buy
+874
New +$14.5K ﹤0.01% 2892

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 $178B AUM 37.23% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Amalgamated Bank's AOMR Position: Q1 2026 in Review

Amalgamated Bank sold out of Angel Oak Mortgage REIT (AOMR) in Q1 2026, closing a stake of 427 shares — an estimated $4K sold.

Amalgamated Bank first reported a position in AOMR in Q1 2022 and held it in 16 quarters. The position peaked at $20K in Q2 2022. 84 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

  • Amalgamated Bank reported no remaining Angel Oak Mortgage REIT position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 427 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $4K.
  • Amalgamated Bank first reported a position in Angel Oak Mortgage REIT in Q1 2022 and held it in 16 quarters.
  • Amalgamated Bank's Angel Oak Mortgage REIT position peaked at $20K in Q2 2022.
  • 84 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.