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Angel Oak Financial shares owned by Summit Asset Management

Quarter-by-quarter ownership of Angel Oak Financial (FINS) shares owned by Summit Asset Management from 13F filings

Historical chart of Summit Asset Management investment in Angel Oak Financial

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Financial held by Summit Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Angel Oak Financial by Summit Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 26k 13.21

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
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Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Schwab Strategic Tr Internl Divid (SCHY)

View all positions for Summit Asset Management

Top funds holding Angel Oak Financial

Sit Investment Associates
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
Raymond James Financial

View all funds holding Angel Oak Financial