Corient Private Wealth
MBS icon

Corient Private Wealth’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Corient Private Wealth’s Portfolio MBS Stock Details MBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$109K Sell
12,471
-19,423
-61% -$171K ﹤0.01% 2674
2025
Q4 		$280K Buy
31,894
+15,947
+100% +$140K ﹤0.01% 2513
2025
Q3 		$140K Hold
15,947
– – ﹤0.01% 2408
2025
Q2 		$138K Hold
15,947
– – ﹤0.01% 2290
2025
Q1 		$139K Buy
+15,947
New +$137K ﹤0.01% 2128

Other funds holding MBS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

Corient Private Wealth's MBS Position: Q1 2026 in Review

Corient Private Wealth reduced its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 61% in Q1 2026, selling an estimated $171K and leaving 12,471 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Corient Private Wealth first reported a position in MBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $280K in Q4 2025. 36 funds tracked by Wall St. Rank hold MBS as of Q1 2026.

  • Corient Private Wealth held 12,471 shares of Angel Oak Mortgage-Backed Securities ETF worth $109K as of Q1 2026.
  • Corient Private Wealth sold 19,423 Angel Oak Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $171K.
  • Angel Oak Mortgage-Backed Securities ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2674 holding.
  • Corient Private Wealth first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q1 2025 and has held it in 5 quarters since.
  • Corient Private Wealth's Angel Oak Mortgage-Backed Securities ETF position peaked at $280K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.