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Argent Trust Co’s Angel Oak Income ETF CARY Stock Holding History

Argent Trust Co’s Portfolio CARY Stock Details CARY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317K Buy
15,250
+4,000
+36% +$83.3K 0.01% 625
2026
Q1 		$234K Hold
11,250
– – 0.01% 664
2025
Q4 		$234K Sell
11,250
-2,000
-15% -$41.9K 0.01% 646
2025
Q3 		$277K Hold
13,250
– – 0.01% 602
2025
Q2 		$276K Hold
13,250
– – 0.01% 596
2025
Q1 		$275K Buy
13,250
+1,500
+13% +$31.1K 0.01% 578
2024
Q4 		$242K Buy
+11,750
New +$245K 0.01% 617

Other funds holding CARY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Argent Trust Co's CARY Position: Q2 2026 in Review

Argent Trust Co increased its Angel Oak Income ETF (CARY) stake by 36% in Q2 2026, buying an estimated $83.3K and bringing the position to 15,250 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #625.

Argent Trust Co first reported a position in CARY in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Argent Trust Co held 15,250 shares of Angel Oak Income ETF worth $317K as of Q2 2026.
  • Argent Trust Co bought 4,000 Angel Oak Income ETF shares in Q2 2026, an estimated $83.3K.
  • Angel Oak Income ETF made up 0.01% of Argent Trust Co's portfolio in Q2 2026, its #625 holding.
  • Argent Trust Co first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Argent Trust Co's 13F filing for Q2 2026, filed 6 Aug 2026.