BENJAMIN EDWARDS INC MBS β€” ANGEL OAK FUNDS TRUST

Ownership history in BENJAMIN EDWARDS INC  Β·  6 quarters on record

AI Ownership Summary

BENJAMIN EDWARDS INC reported ANGEL OAK FUNDS TRUST (MBS) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows MBS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BENJAMIN EDWARDS INC's position in ANGEL OAK FUNDS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MBS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MBS stock page BENJAMIN EDWARDS INC fund profile BENJAMIN EDWARDS INC full holdings
How BENJAMIN EDWARDS INC held MBS β€” position size vs. price
% of Fund (quarterly)    MBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 95,399 +6,545 +7.4% 0.01% $823K 2026-07-24 $nan
2026 Q1 REDUCED β€” β€” β€” 88,854 -356 -0.4% 0.01% $769K 2026-05-12 $8.58
2025 Q4 ADDED β€” β€” β€” 89,210 +9,568 +12.0% 0.01% $780K 2026-02-02 $8.55
2025 Q3 ADDED β€” β€” β€” 79,642 +16,540 +26.2% 0.01% $695K 2025-10-23 $8.49
2025 Q2 ADDED β€” β€” β€” 63,102 +7,177 +12.8% 0.01% $545K 2025-08-14 $8.22
2025 Q1 INITIATED β€” β€” β€” 55,925 β€” β€” 0.01% $485K 2025-05-12 $8.01

🏒 Other funds also holding MBS

As of 2026 Q2 β€” sorted by position size

Embree Financial Group 0.21% United Asset Strategies, Inc. 3Y 7Y 0.07% RFG Advisory, LLC 3Y 7Y 0.02% Farther Finance Advisors, LLC 0.01% Triumph Capital Management 3Y 0.0%

FAQ About BENJAMIN EDWARDS INC and MBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has BENJAMIN EDWARDS INC reported owning MBS?

BENJAMIN EDWARDS INC reported MBS across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported MBS position in BENJAMIN EDWARDS INC's portfolio?

The largest reported portfolio weight for MBS was 0.01% in 2025 Q4.

What is the latest reported MBS position on this page?

The most recent filing on this page is 2026 Q2, when BENJAMIN EDWARDS INC reported 95,399 shares, equal to 0.01% of portfolio, with an estimated market value of $823K.

What does the chart on this MBS ownership page compare?

The chart compares BENJAMIN EDWARDS INC's quarterly MBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BENJAMIN EDWARDS INC time their MBS position?

Based on 13F filing dates vs. subsequent MBS price moves, BENJAMIN EDWARDS INC correctly timed 5 out of 5 reported position changes (100%).

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