MBS — ANGEL OAK FUNDS TRUST

Ownership history in PATTEN & PATTEN INC/TN  ·  6 quarters on record

This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in ANGEL OAK FUNDS TRUST (MBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2025 Q1)
Avg. % of fund
0.13%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 244,960 -3,294 -1.3% 0.13% $2.1M $8.68
2025 Q3 REDUCED 248,254 -5,269 -2.1% 0.13% $2.2M $8.54
2025 Q2 REDUCED 253,523 -14,445 -5.4% 0.14% $2.2M $8.33
2025 Q1 ADDED 267,968 +12,330 +4.8% 0.16% $2.3M $8.26
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% of Fund (quarterly)    MBS price (monthly, adj. close)

Other funds also holding MBS

As of 2025 Q4 — sorted by position size

ALTFEST L J & CO INC 3Y 7Y 1.62% NewEdge Wealth, LLC 3Y 0.24% Transamerica Financial Advisors, LLC 3Y 7Y 0.23% Embree Financial Group 0.16% United Asset Strategies, Inc. 3Y 7Y 0.1% OSAIC HOLDINGS, INC. 3Y 0.09% Weaver Consulting Group 3Y 0.07% Requisite Capital Management, LLC 3Y 0.07% NewEdge Advisors, LLC 3Y 7Y 0.02% RFG Advisory, LLC 3Y 7Y 0.02%
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