Corient Private Wealth
FINS

Corient Private Wealth’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Corient Private Wealth’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 		$521K Buy
40,666
+10,666
+36% +$136K ﹤0.01% 2193
2026
Q1 		$383 Hold
30,000
– – ﹤0.01% 2825
2025
Q4 		$396K Hold
30,000
– – ﹤0.01% 1993
2025
Q3 		$393K Hold
30,000
– – ﹤0.01% 1953
2025
Q2 		$389K Buy
+30,000
New +$391K ﹤0.01% 1839

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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
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

Corient Private Wealth's FINS Position: Q2 2026 in Review

Corient Private Wealth increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 36% in Q2 2026, buying an estimated $136K and bringing the position to 40,666 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Corient Private Wealth first reported a position in FINS in Q2 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Corient Private Wealth held 40,666 shares of Angel Oak Financial Strategies Income Term Trust worth $521K as of Q2 2026.
  • Corient Private Wealth bought 10,666 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $136K.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2193 holding.
  • Corient Private Wealth first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.