Bank of America
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Bank of America’s Angel Oak Income ETF CARY Stock Holding History

Bank of America’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 		$103M Buy
4,951,934
+4,947,167
+103,779% +$104M 0.01% 1090
2025
Q4 		$99.3K Sell
4,767
-551
-10% -$11.5K ﹤0.01% 5626
2025
Q3 		$111K Buy
5,318
+3,483
+190% +$72.8K ﹤0.01% 6555
2025
Q2 		$38.2K Buy
+1,835
New +$37.9K ﹤0.01% 6889
2025
Q1 		– Sell
-439
Closed -$9.04K – 8330
2024
Q4 		$9.04K Buy
+439
New +$9.16K ﹤0.01% 7004

Other funds holding CARY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America's CARY Position: Q1 2026 in Review

Bank of America increased its Angel Oak Income ETF (CARY) stake by 103,779% in Q1 2026, buying an estimated $104M and bringing the position to 4,951,934 shares worth $103M. The position accounts for 0.01% of the portfolio, ranked #1090.

Bank of America first reported a position in CARY in Q4 2024 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Bank of America held 4,951,934 shares of Angel Oak Income ETF worth $103M as of Q1 2026.
  • Bank of America bought 4,947,167 Angel Oak Income ETF shares in Q1 2026, an estimated $104M.
  • Angel Oak Income ETF made up 0.01% of Bank of America's portfolio in Q1 2026, its #1090 holding.
  • Bank of America first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.