Jacobs Asset Management’s Angel Oak Mortgage REIT AOMR Stock Holding History

Jacobs Asset Management’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	$4.04M	Buy	444,585 +69,585	+19%	+$599K	2.54%	17
2026 Q1	$3.08M	Buy	375,000 +87,500	+30%	+$761K	1.84%	20
2025 Q4	$2.48M	Buy	287,500 +87,500	+44%	+$782K	1.38%	25
2025 Q3	$1.87M	Sell	200,000 -70,000	-26%	-$670K	1.03%	27
2025 Q2	$2.54M	Sell	270,000 -4,243	-2%	-$38.5K	1.45%	22
2025 Q1	$2.61M	Sell	274,243 -67,348	-20%	-$669K	1.64%	23
2024 Q4	$3.17M	Buy	341,591 +248,131	+265%	+$2.37M	1.91%	21
2024 Q3	$975K	Buy	+93,460	New	+$1.08M	0.65%	29

Other funds holding AOMR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jacobs Asset Management's AOMR Position: Q2 2026 in Review

Jacobs Asset Management increased its Angel Oak Mortgage REIT (AOMR) stake by 19% in Q2 2026, buying an estimated $599K and bringing the position to 444,585 shares worth $4.04M. The position accounts for 2.54% of the portfolio, ranked #17.

Jacobs Asset Management first reported a position in AOMR in Q3 2024 and has held it in 8 quarters since. 82 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

Jacobs Asset Management held 444,585 shares of Angel Oak Mortgage REIT worth $4.04M as of Q2 2026.
Jacobs Asset Management bought 69,585 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $599K.
Angel Oak Mortgage REIT made up 2.54% of Jacobs Asset Management's portfolio in Q2 2026, its #17 holding.
Jacobs Asset Management first reported a position in Angel Oak Mortgage REIT in Q3 2024 and has held it in 8 quarters since.
82 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on Jacobs Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.