Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors AOHY β€” ANGEL OAK FUNDS TRUST

Ownership history in Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors  Β·  2 quarters on record

AI Ownership Summary

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported ANGEL OAK FUNDS TRUST (AOHY) in 2 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q2. The latest visible filing shows AOHY at 0.05% 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 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors'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

AOHY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 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.

How Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors held AOHY β€” position size vs. price
% of Fund (quarterly)    AOHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 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€” 43,268 +28,663 +196.3% 0.05% $476K 2026-07-09 $10.96
2025 Q3 INITIATED β€” β€” β€” 14,605 β€” β€” 0.02% $164K 2025-10-24 $10.60

FAQ About Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors and AOHY

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

How long has Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported owning AOHY?

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported AOHY across 2 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported AOHY position in Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's portfolio?

The largest reported portfolio weight for AOHY was 0.05% in 2026 Q2.

What is the latest reported AOHY position on this page?

The most recent filing on this page is 2026 Q2, when Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported 43,268 shares, equal to 0.05% of portfolio, with an estimated market value of $476K.

What does the chart on this AOHY ownership page compare?

The chart compares Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors'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.

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