Citadel Advisors’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Citadel Advisors’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
2026 Q2	$139K	Buy	+10,859	New	+$139K	﹤0.01%	12406
2023 Q3	–	Sell	-25,115	Closed	-$297K	–	14531
2023 Q2	$297K	Buy	+25,115	New	+$301K	﹤0.01%	9077
2022 Q1	–	Sell	-28,617	Closed	-$488K	–	13899
2021 Q4	$488K	Buy	+28,617	New	+$481K	﹤0.01%	9757

Other funds holding FINS

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Citadel Advisors's FINS Position: Q2 2026 in Review

Citadel Advisors opened a new position in Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2026: 10,859 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #12406 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in FINS as recently as Q2 2023.

Citadel Advisors first reported a position in FINS in Q4 2021 and has held it in 3 quarters since. The position peaked at $488K in Q4 2021. 43 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

Citadel Advisors held 10,859 shares of Angel Oak Financial Strategies Income Term Trust worth $139K as of Q2 2026.
Angel Oak Financial Strategies Income Term Trust was a new Citadel Advisors position in Q2 2026.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #12406 holding.
Citadel Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2021 and has held it in 3 quarters since.
Citadel Advisors's Angel Oak Financial Strategies Income Term Trust position peaked at $488K in Q4 2021.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.