N.E.W. Advisory Services »

Angel Oak Financial shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of Angel Oak Financial (FINS) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services investment in Angel Oak Financial

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Financial held by N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Angel Oak Financial by N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.7k 357 13.21
2025-09-30 $4.7k 357 13.11
2025-06-30 $4.6k 357 12.98
2025-03-31 $9.6k 714 13.48

More positions owned by N.E.W. Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Ishares Tr Core Intl Aggr (IAGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for N.E.W. Advisory Services

Top funds holding Angel Oak Financial

Sit Investment Associates
Karpus Investment Management
Wells Fargo & Company
UBS Group
Nations Financial Group
Stifel Financial
Royal Bank of Canada
Advisors Asset Management
Envestnet Asset Management
Noble Wealth Management PBC
Thomas J. Herzfeld Advisors
Riverbrige Partners
First Trust Advisors
LPL Financial
Shaker Financial Services

View all funds holding Angel Oak Financial