Bank of America
FINS

Bank of America’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Bank of America’s Portfolio FINS Stock Details FINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,010
Closed -$39.5K – 7699
2025
Q3 		$39.5K Sell
3,010
-7,858
-72% -$103K ﹤0.01% 6906
2025
Q2 		$141K Buy
+10,868
New +$142K ﹤0.01% 6346
2024
Q3 		– Sell
-24,997
Closed -$309K – 8236
2024
Q2 		$309K Buy
24,997
+23,065
+1,194% +$286K ﹤0.01% 5636
2024
Q1 		$24.1K Buy
1,932
+332
+21% +$4.06K ﹤0.01% 6717
2023
Q4 		$19.1K Buy
+1,600
New +$19.2K ﹤0.01% 6797
2023
Q3 		– Sell
-248
Closed -$2.93K – 7823
2023
Q2 		$2.93K Sell
248
-1,652
-87% -$19.8K ﹤0.01% 7089
2023
Q1 		$23.4K Sell
1,900
-600
-24% -$7.76K ﹤0.01% 6722
2022
Q4 		$32K Sell
2,500
-18,328
-88% -$237K ﹤0.01% 6606
2022
Q3 		$279K Sell
20,828
-35,071
-63% -$501K ﹤0.01% 5777
2022
Q2 		$815K Sell
55,899
-42,274
-43% -$625K ﹤0.01% 5080
2022
Q1 		$1.55M Buy
98,173
+12,047
+14% +$196K ﹤0.01% 4834
2021
Q4 		$1.47M Buy
86,126
+26,630
+45% +$448K ﹤0.01% 4870
2021
Q3 		$1.01M Buy
59,496
+2,098
+4% +$38K ﹤0.01% 5053
2021
Q2 		$1.03M Buy
57,398
+12,645
+28% +$229K ﹤0.01% 4880
2021
Q1 		$780K Sell
44,753
-130,156
-74% -$2.26M ﹤0.01% 5031
2020
Q4 		$2.94M Buy
174,909
+169,053
+2,887% +$2.84M ﹤0.01% 3608
2020
Q3 		$99K Buy
5,856
+3,021
+107% +$50K ﹤0.01% 5708
2020
Q2 		$48K Sell
2,835
-2,165
-43% -$36.2K ﹤0.01% 5998
2020
Q1 		$86K Buy
+5,000
New +$98.9K ﹤0.01% 5603

Other funds holding FINS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America's FINS Position: Q4 2025 in Review

Bank of America sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2025, closing a stake of 3,010 shares — an estimated $39.5K sold.

Bank of America first reported a position in FINS in Q1 2020 and held it in 19 quarters. The position peaked at $2.94M in Q4 2020. 43 funds tracked by Wall St. Rank hold FINS as of Q4 2025.

  • Bank of America reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2025 after selling out during the quarter.
  • Bank of America sold 3,010 Angel Oak Financial Strategies Income Term Trust shares in Q4 2025, an estimated $39.5K.
  • Bank of America first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2020 and held it in 19 quarters.
  • Bank of America's Angel Oak Financial Strategies Income Term Trust position peaked at $2.94M in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2025.

Based on Bank of America's 13F filing for Q4 2025, filed 17 Feb 2026.