Angel Oak Capital Advisors, LLC Top Holdings and 13F Report (2025) About Angel Oak Capital Advisors, LLCInvestment ActivityAngel Oak Capital Advisors, LLC has $74.97 million in total holdings as of March 31, 2025.Angel Oak Capital Advisors, LLC owns shares of 33 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 12.63% of the portfolio was purchased this quarter.About 13.20% of the portfolio was sold this quarter.This quarter, Angel Oak Capital Advisors, LLC has purchased 28 new stocks and bought additional shares in 4 stocks.Angel Oak Capital Advisors, LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings ANGEL OAK FUNDS TRUST $22,772,799ANGEL OAK FUNDS TRUST $17,588,475Patriot National Bancorp $3,866,728Kingstone Companies $3,700,279Rithm Capital $3,250,312 Largest New Holdings this Quarter 70336F203 - Patriot National Bancorp $3,866,728 Holding172967424 - Citigroup $993,860 Holding902788108 - UMB Financial $980,670 Holding55261F104 - M&T Bank $715,000 Holding743606105 - Prosperity Bancshares $713,700 Holding Largest Purchases this Quarter Patriot National Bancorp 3,333,386 shares (about $3.87M)Citigroup 14,000 shares (about $993.86K)UMB Financial 9,700 shares (about $980.67K)Greene County Bancorp 34,000 shares (about $819.74K)M&T Bank 4,000 shares (about $715K) Largest Sales this Quarter ANGEL OAK FUNDS TRUST 547,560 shares (about $4.75M)ANGEL OAK FUNDS TRUST 284,324 shares (about $3.12M)Pinnacle Financial Partners 4,800 shares (about $508.99K)Kingstone Companies 21,617 shares (about $359.92K)Independent Bank 3,000 shares (about $187.95K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAngel Oak Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorANGEL OAK FUNDS TRUST$22,772,799$3,119,034 ▼-12.0%2,075,91630.4%HIGH YIELD OPPORANGEL OAK FUNDS TRUST$17,588,475$4,752,821 ▼-21.3%2,026,32223.5%MORTGAGE BACKEDPNBKPatriot National Bancorp$3,866,728$3,866,728 ▲New Holding3,333,3865.2%FinanceKINSKingstone Companies$3,700,279$359,923 ▼-8.9%222,2394.9%FinanceRITMRithm Capital$3,250,3120.0%283,8704.3%FinanceNLYAnnaly Capital Management$2,027,6080.0%99,8332.7%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$2,001,7280.0%54,3802.7%ETFRWTRedwood Trust$1,604,0400.0%264,2572.1%FinanceEFCEllington Financial$1,581,2550.0%119,2502.1%FinancePMTPennyMac Mortgage Investment Trust$1,379,7660.0%94,1821.8%FinanceFCNCAFirst Citizens BancShares$1,093,931$370,824 ▲51.3%5901.5%FinanceGCBCGreene County Bancorp$1,012,620$819,740 ▲425.0%42,0001.4%FinanceCCitigroup$993,860$993,860 ▲New Holding14,0001.3%FinanceUMBFUMB Financial$980,670$980,670 ▲New Holding9,7001.3%FinancePLBCPlumas Bancorp$938,9590.0%21,7001.3%FinanceBSVNBank7$929,760$58,110 ▼-5.9%24,0001.2%FinanceCOLBColumbia Banking System$897,840$124,700 ▲16.1%36,0001.2%FinanceEWBCEast West Bancorp$852,720$98,736 ▼-10.4%9,5001.1%FinanceEGBNEagle Bancorp$852,6000.0%40,6001.1%FinanceFUNCFirst United$771,514$60,040 ▼-7.2%25,7001.0%FinanceWALWestern Alliance Bancorporation$768,300$76,830 ▼-9.1%10,0001.0%FinanceMTBM&T Bank$715,000$715,000 ▲New Holding4,0001.0%FinancePBProsperity Bancshares$713,700$713,700 ▲New Holding10,0001.0%FinanceFSBWFS Bancorp$684,1800.0%18,0000.9%FinanceSSBSouthState$482,664$482,664 ▲New Holding5,2000.6%FinanceINDBIndependent Bank$438,550$187,950 ▼-30.0%7,0000.6%FinancePNFPPinnacle Financial Partners$424,160$508,992 ▼-54.5%4,0000.6%FinanceFFICFlushing Financial$381,0000.0%30,0000.5%FinanceAGNCAGNC Investment$292,1900.0%30,5000.4%FinanceAROWArrow Financial$289,190$289,190 ▲New Holding11,0000.4%FinanceASRVAmeriServ Financial$243,000$111,933 ▲85.4%100,0000.3%FinanceFLAGSTAR FINANCIAL INC$232,400$116,200 ▼-33.3%20,0000.3%COM NEWAMTBAmerant Bancorp$206,400$103,200 ▼-33.3%10,0000.3%FinanceESNTEssent Group$0$239,536 ▼-100.0%00.0%FinanceBMRCBank of Marin Bancorp$0$213,930 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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