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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial's CARY Position: Q1 2026 in Review

Stifel Financial increased its Angel Oak Income ETF (CARY) stake by 16% in Q1 2026, buying an estimated $1.47M and bringing the position to 504,565 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #926.

Stifel Financial first reported a position in CARY in Q4 2023 and has held it in 10 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Stifel Financial held 504,565 shares of Angel Oak Income ETF worth $10.5M as of Q1 2026.
  • Stifel Financial bought 70,242 Angel Oak Income ETF shares in Q1 2026, an estimated $1.47M.
  • Angel Oak Income ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #926 holding.
  • Stifel Financial first reported a position in Angel Oak Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.