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
Q1 		$383 Sell
30,000
-30,000
-50% -$391K ﹤0.01% 2825
2025
Q4 		$793K Buy
60,000
+30,000
+100% +$393K ﹤0.01% 2019
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 $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 $1.94B AUM 25.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Corient Private Wealth's FINS Position: Q1 2026 in Review

Corient Private Wealth reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 50% in Q1 2026, selling an estimated $391K and leaving 30,000 shares worth $383. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

Corient Private Wealth first reported a position in FINS in Q2 2025 and has held it in 4 quarters since. The position peaked at $793K in Q4 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

  • Corient Private Wealth held 30,000 shares of Angel Oak Financial Strategies Income Term Trust worth $383 as of Q1 2026.
  • Corient Private Wealth sold 30,000 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $391K.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2825 holding.
  • Corient Private Wealth first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's Angel Oak Financial Strategies Income Term Trust position peaked at $793K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.