FLAGSTAR ADVISORS INC AOHY — ANGEL OAK FUNDS TRUST

Ownership history in FLAGSTAR ADVISORS INC  ·  7 quarters on record

AI Ownership Summary

FLAGSTAR ADVISORS INC reported ANGEL OAK FUNDS TRUST (AOHY) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.2% in 2025 Q1. The latest visible filing shows AOHY at 0.11% 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 AOHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FLAGSTAR ADVISORS 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
2025 Q3

AOHY was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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.

AOHY stock page FLAGSTAR ADVISORS INC fund profile FLAGSTAR ADVISORS INC full holdings
How FLAGSTAR ADVISORS INC held AOHY — position size vs. price
% of Fund (quarterly)    AOHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 43.9% +1.0% ❌ 31,494 -24,655 -43.9% 0.11% $355K 2025-11-10 $10.83
2025 Q2 REDUCED 19.4% +2.3% ❌ 56,149 -13,538 -19.4% 0.17% $628K 2025-07-14 $10.58
2025 Q1 ADDED — — — 69,687 +13,294 +23.6% 0.20% $769K 2025-04-09 $10.11
2024 Q4 ADDED — — — 56,393 +32,548 +136.5% 0.16% $625K 2025-02-03 $10.26
2024 Q3 ADDED — — — 23,845 +6,365 +36.4% 0.07% $268K 2024-11-12 $10.12
2024 Q2 ADDED — — — 17,480 +5,856 +50.4% 0.05% $191K 2024-08-12 $9.92
2024 Q1 INITIATED — — — 11,624 — — 0.04% $128K 2024-04-15 $9.49

🏢 Other funds also holding AOHY

As of 2026 Q1 — sorted by position size

Lewis Asset Management, LLC 0.12% TCFG WEALTH MANAGEMENT, LLC 0.04% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.04% IFP Advisors, Inc 3Y 7Y 0.01% AlphaStar Capital Management, LLC 3Y 7Y 0.01% Merit Financial Group, LLC 3Y 7Y 0.01% Davis Capital Management 3Y 0.01%

FAQ About FLAGSTAR ADVISORS INC and AOHY

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

How long has FLAGSTAR ADVISORS INC reported owning AOHY?

FLAGSTAR ADVISORS INC reported AOHY across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported AOHY position in FLAGSTAR ADVISORS INC's portfolio?

The largest reported portfolio weight for AOHY was 0.20% in 2025 Q1.

What is the latest reported AOHY position on this page?

The most recent filing on this page is 2025 Q3, when FLAGSTAR ADVISORS INC reported 31,494 shares, equal to 0.11% of portfolio, with an estimated market value of $355K.

What does the chart on this AOHY ownership page compare?

The chart compares FLAGSTAR ADVISORS INC's quarterly AOHY 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 FLAGSTAR ADVISORS INC time their AOHY position?

Based on 13F filing dates vs. subsequent AOHY price moves, FLAGSTAR ADVISORS INC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on AOHY relative to SPY over the holding period was -14.0%.

← Back to FLAGSTAR ADVISORS INC Holdings