Angel Oak Capital Advisors, LLC
Filing Date
Global Rank
#7,519
/ 8,603
▼ 87
· as of Mar 2026
Top Industry
Banks - Regional
79.2%
3Y Alpha vs SPY
-12.1%
Period ended 3 months ago
Filed May 12, 2026 · 58d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+1.6%
SPY
+24.0%
Annualised alpha
-15.6%
Max drawdown
−21.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.5%
−2.9 pts
Top 5
38.5%
−3.9 pts
Top 10
63.9%
−0.1 pts
HHI
594
Diversified−68
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 89.9% | $23,682,797 |
| Real Estate | 10.1% | $2,665,609 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PNBK | Patriot National Bancorp Inc | −126,581 | 3,166,259 | $4,084,474 | |
| EGBN | Eagle Bancorp Inc | −12,000 | 20,000 | $497,400 | |
| AROW | Arrow Financial Corp | −3,000 | 8,000 | $268,560 | |
| PLBC | Plumas Bancorp | −2,300 | 25,700 | $1,254,674 | |
| FCNCA | First Citizens Bancshares Inc /De/ | −255 | 750 | $1,413,495 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NLY | Annaly Capital Management Inc | 99,833 | $2,232,265 | |
| RWT | Redwood Trust Inc | 264,257 | $1,461,341 | |
| EWBC | East West Bancorp Inc | 6,500 | $730,535 | |
| WAL | Western Alliance Bancorporation | 8,000 | $672,560 | |
| AMTB | Amerant Bancorp Inc. | 10,000 | $195,100 | |
| ASRV | Ameriserv Financial Inc /Pa/ | 26,300 | $83,897 | |
| No positions match the current search. | ||||
26 positions ·
$26,348,406 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PNBK |
Patriot National Bancorp Inc
Financial Services
|
Reduced | 3,166,259 | $4,084,474 | 15.50% | |
| KINS |
Kingstone Companies, Inc.
Financial Services
|
Held | 108,249 | $1,577,187 | 5.99% | |
| UMBF |
Umb Financial Corp
Financial Services
|
Held | 13,600 | $1,533,944 | 5.82% | |
| MTB |
M&T Bank Corp
Financial Services
|
Added | 7,400 | $1,529,728 | 5.81% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
Reduced | 750 | $1,413,495 | 5.36% | |
| EFC |
Ellington Financial Inc.
Real Estate
|
Held | 119,250 | $1,413,112 | 5.36% | |
| PFBC |
Preferred Bank
Financial Services
|
Added | 15,500 | $1,405,695 | 5.34% | |
| GCBC |
Greene County Bancorp Inc
Financial Services
|
Added | 61,000 | $1,367,010 | 5.19% | |
| PLBC |
Plumas Bancorp
Financial Services
|
Reduced | 25,700 | $1,254,674 | 4.76% | |
| C |
Citigroup Inc
Financial Services
|
Held | 11,000 | $1,247,510 | 4.73% | |
| PMT |
PennyMac Mortgage Investment Trust
Real Estate
|
Held | 81,182 | $946,582 | 3.59% | |
| PB |
Prosperity Bancshares Inc
Financial Services
|
Held | 13,900 | $933,802 | 3.54% | |
| BSVN |
Bank7 Corp.
Financial Services
|
Held | 22,000 | $877,360 | 3.33% | |
| FUNC |
First United Corp/Md/
Financial Services
|
Held | 23,700 | $868,368 | 3.30% | |
| SSB |
SouthState Bank Corp
Financial Services
|
Held | 8,000 | $740,160 | 2.81% | |
| COLB |
Columbia Banking System, Inc.
Financial Services
|
Held | 25,000 | $685,750 | 2.60% | |
| PNFP |
Pinnacle Financial Partners, Inc.
Financial Services
|
NEW | 7,000 | $602,980 | 2.29% | |
| SFBS |
ServisFirst Bancshares, Inc.
Financial Services
|
NEW | 8,000 | $582,640 | 2.21% | |
| FSBW |
FS Bancorp, Inc.
Financial Services
|
Held | 15,000 | $578,850 | 2.20% | |
| EGBN |
Eagle Bancorp Inc
Financial Services
|
Reduced | 20,000 | $497,400 | 1.89% | |
| FFIC |
Flushing Financial Corp
Financial Services
|
Held | 30,000 | $460,800 | 1.75% | |
| NIC |
Nicolet Bankshares Inc
Financial Services
|
Held | 3,000 | $445,860 | 1.69% | |
| FLG |
Flagstar Bank, National Association
Financial Services
|
Added | 30,000 | $395,100 | 1.50% | |
| SYBT |
Stock Yards Bancorp, Inc.
Financial Services
|
NEW | 5,000 | $331,450 | 1.26% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
Held | 30,500 | $305,915 | 1.16% | |
| AROW |
Arrow Financial Corp
Financial Services
|
Reduced | 8,000 | $268,560 | 1.02% |