Root Financial Partners
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Root Financial Partners’s Angel Oak Mortgage REIT AOMR Stock Holding History

Root Financial Partners’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
Q3 		$394 Buy
+54
New +$461 ﹤0.01% 3304
2026
Q2 		– Sell
-16
Closed -$132 – 560
2026
Q1 		$132 Buy
+16
New +$139 ﹤0.01% 3231

Other funds holding AOMR

State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Root Financial Partners's AOMR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Angel Oak Mortgage REIT (AOMR) in Q3 2026: 54 shares worth $394. The stake represents ﹤0.01% of the portfolio and ranks #3304 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AOMR as recently as Q1 2026.

Root Financial Partners first reported a position in AOMR in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold AOMR as of Q3 2026.

  • Root Financial Partners held 54 shares of Angel Oak Mortgage REIT worth $394 as of Q3 2026.
  • Angel Oak Mortgage REIT was a new Root Financial Partners position in Q3 2026.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3304 holding.
  • Root Financial Partners first reported a position in Angel Oak Mortgage REIT in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.