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
Q3 		$4.54M Buy
225,596
+115,751
+105% +$2.39M 0.01% 970
2026
Q2 		$2.28M Buy
109,845
+9,238
+9% +$192K ﹤0.01% 1310
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

Sage Advisory Services
Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Truist Financial's CARY Position: Q3 2026 in Review

Truist Financial increased its Angel Oak Income ETF (CARY) stake by 105% in Q3 2026, buying an estimated $2.39M and bringing the position to 225,596 shares worth $4.54M. The position accounts for 0.01% of the portfolio, ranked #970.

Truist Financial first reported a position in CARY in Q3 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold CARY as of Q3 2026.

  • Truist Financial held 225,596 shares of Angel Oak Income ETF worth $4.54M as of Q3 2026.
  • Truist Financial bought 115,751 Angel Oak Income ETF shares in Q3 2026, an estimated $2.39M.
  • Angel Oak Income ETF made up 0.01% of Truist Financial's portfolio in Q3 2026, its #970 holding.
  • Truist Financial first reported a position in Angel Oak Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 38 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.