Stifel Financial
CARY icon

Stifel Financial’s Angel Oak Income ETF CARY Stock Holding History

Stifel Financial’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 		$12.4M Buy
596,599
+92,034
+18% +$1.92M 0.01% 896
2026
Q1 		$10.5M Buy
504,565
+70,242
+16% +$1.47M 0.01% 926
2025
Q4 		$9.05M Buy
434,323
+43,625
+11% +$914K 0.01% 1009
2025
Q3 		$8.17M Buy
390,698
+94,208
+32% +$1.97M 0.01% 1035
2025
Q2 		$6.17M Buy
296,490
+7,843
+3% +$162K 0.01% 1134
2025
Q1 		$5.99M Buy
288,647
+105,157
+57% +$2.18M 0.01% 1090
2024
Q4 		$3.78M Buy
183,490
+15,605
+9% +$326K ﹤0.01% 1361
2024
Q3 		$3.56M Sell
167,885
-26,276
-14% -$551K ﹤0.01% 1398
2024
Q2 		$4M Buy
194,161
+25,500
+15% +$522K ﹤0.01% 1267
2024
Q1 		$3.46M Sell
168,661
-181,025
-52% -$3.71M ﹤0.01% 1357
2023
Q4 		$7.15M Buy
+349,686
New +$7.06M 0.01% 922

Other funds holding CARY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Stifel Financial's CARY Position: Q2 2026 in Review

Stifel Financial increased its Angel Oak Income ETF (CARY) stake by 18% in Q2 2026, buying an estimated $1.92M and bringing the position to 596,599 shares worth $12.4M. The position accounts for 0.01% of the portfolio, ranked #896.

Stifel Financial first reported a position in CARY in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Stifel Financial held 596,599 shares of Angel Oak Income ETF worth $12.4M as of Q2 2026.
  • Stifel Financial bought 92,034 Angel Oak Income ETF shares in Q2 2026, an estimated $1.92M.
  • Angel Oak Income ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #896 holding.
  • Stifel Financial first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.