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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Argent Trust Co's CARY Position: Q1 2026 in Review

Argent Trust Co held its Angel Oak Income ETF (CARY) position steady in Q1 2026 at 11,250 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #664.

Argent Trust Co first reported a position in CARY in Q4 2024 and has held it in 6 quarters since. The position peaked at $277K in Q3 2025. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Argent Trust Co held 11,250 shares of Angel Oak Income ETF worth $234K as of Q1 2026.
  • Argent Trust Co left its Angel Oak Income ETF share count unchanged in Q1 2026.
  • Angel Oak Income ETF made up 0.01% of Argent Trust Co's portfolio in Q1 2026, its #664 holding.
  • Argent Trust Co first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Argent Trust Co's Angel Oak Income ETF position peaked at $277K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Argent Trust Co's 13F filing for Q1 2026, filed 13 May 2026.