EverSource Wealth Advisors
AOMR icon

EverSource Wealth Advisors’s Angel Oak Mortgage REIT AOMR Stock Holding History

EverSource Wealth Advisors’s Portfolio AOMR Stock Details AOMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527 Buy
58
+20
+53% +$172 ﹤0.01% 4115
2026
Q1 		$313 Buy
38
+26
+217% +$226 ﹤0.01% 4133
2025
Q4 		$103 Sell
12
-36
-75% -$322 ﹤0.01% 4097
2025
Q3 		$450 Buy
48
+40
+500% +$383 ﹤0.01% 3975
2025
Q2 		$75 Sell
8
-118
-94% -$1.07K ﹤0.01% 4159
2025
Q1 		$1.2K Buy
+126
New +$1.25K ﹤0.01% 3161

Other funds holding AOMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Davidson Kempner Capital Management
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Masters Capital Management
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's AOMR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Angel Oak Mortgage REIT (AOMR) stake by 53% in Q2 2026, buying an estimated $172 and bringing the position to 58 shares worth $527. The position accounts for ﹤0.01% of the portfolio, ranked #4115.

EverSource Wealth Advisors first reported a position in AOMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.2K in Q1 2025. 81 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • EverSource Wealth Advisors held 58 shares of Angel Oak Mortgage REIT worth $527 as of Q2 2026.
  • EverSource Wealth Advisors bought 20 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $172.
  • Angel Oak Mortgage REIT made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4115 holding.
  • EverSource Wealth Advisors first reported a position in Angel Oak Mortgage REIT in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Angel Oak Mortgage REIT position peaked at $1.2K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.