Bank of America
CARY icon

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
Q2 		$187M Buy
8,992,908
+4,040,974
+82% +$84.1M 0.01% 817
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 $1.89T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America's CARY Position: Q2 2026 in Review

Bank of America increased its Angel Oak Income ETF (CARY) stake by 82% in Q2 2026, buying an estimated $84.1M and bringing the position to 8,992,908 shares worth $187M. The position accounts for 0.01% of the portfolio, ranked #817.

Bank of America first reported a position in CARY in Q4 2024 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Bank of America held 8,992,908 shares of Angel Oak Income ETF worth $187M as of Q2 2026.
  • Bank of America bought 4,040,974 Angel Oak Income ETF shares in Q2 2026, an estimated $84.1M.
  • Angel Oak Income ETF made up 0.01% of Bank of America's portfolio in Q2 2026, its #817 holding.
  • Bank of America first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.