Truist Financial
CARY icon

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

Truist 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 		$2.09M Buy
100,607
+5,208
+5% +$109K ﹤0.01% 1297
2025
Q4 		$1.99M Buy
95,399
+588
+0.6% +$12.3K ﹤0.01% 1288
2025
Q3 		$1.98M Buy
+94,811
New +$1.98M ﹤0.01% 1341

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

Truist Financial's CARY Position: Q1 2026 in Review

Truist Financial increased its Angel Oak Income ETF (CARY) stake by 5.5% in Q1 2026, buying an estimated $109K and bringing the position to 100,607 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Truist Financial first reported a position in CARY in Q3 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Truist Financial held 100,607 shares of Angel Oak Income ETF worth $2.09M as of Q1 2026.
  • Truist Financial bought 5,208 Angel Oak Income ETF shares in Q1 2026, an estimated $109K.
  • Angel Oak Income ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1297 holding.
  • Truist Financial first reported a position in Angel Oak Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.