Wells Fargo

Wells Fargo’s Angel Oak Mortgage REIT AOMR Stock Holding History

Wells Fargo’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 Q1	$1.74M	Sell	211,297 -1,884	-0.9%	-$16.4K	﹤0.01%	3372
2025 Q4	$1.84M	Sell	213,181 -22,624	-10%	-$202K	﹤0.01%	3516
2025 Q3	$2.21M	Buy	235,805 +20,206	+9%	+$193K	﹤0.01%	3238
2025 Q2	$2.03M	Buy	215,599 +18,851	+10%	+$171K	﹤0.01%	3206
2025 Q1	$1.88M	Buy	196,748 +11,783	+6%	+$117K	﹤0.01%	3210
2024 Q4	$1.72M	Buy	184,965 +70,990	+62%	+$679K	﹤0.01%	3315
2024 Q3	$1.19M	Sell	113,975 -37,730	-25%	-$436K	﹤0.01%	3428
2024 Q2	$1.99M	Sell	151,705 -8,007	-5%	-$93.4K	﹤0.01%	2981
2024 Q1	$1.72M	Sell	159,712 -2,393	-1%	-$25.3K	﹤0.01%	3093
2023 Q4	$1.72M	Sell	162,105 -11,743	-7%	-$111K	﹤0.01%	3030
2023 Q3	$1.48M	Buy	173,848 +16,777	+11%	+$152K	﹤0.01%	3029
2023 Q2	$1.29M	Buy	157,071 +17,336	+12%	+$134K	﹤0.01%	3266
2023 Q1	$1.02M	Buy	139,735 +4,083	+3%	+$30.2K	﹤0.01%	3364
2022 Q4	$642K	Sell	135,652 -13,417	-9%	-$111K	﹤0.01%	3493
2022 Q3	$1.79M	Sell	149,069 -3,844	-3%	-$54.2K	﹤0.01%	2826
2022 Q2	$1.98M	Sell	152,913 -189	-0.1%	-$2.79K	﹤0.01%	2801
2022 Q1	$2.51M	Buy	153,102 +78,238	+105%	+$1.29M	﹤0.01%	3076
2021 Q4	$1.23M	Buy	74,864 +40,267	+116%	+$693K	﹤0.01%	3951
2021 Q3	$587K	Buy	34,597 +33,498	+3,048%	+$595K	﹤0.01%	4573
2021 Q2	$20K	Buy	+1,099	New	+$19.8K	﹤0.01%	5892

Other funds holding AOMR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return