Jeff Yass’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Jeff Yass’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	$145K	Buy	+11,303	New	+$144K	﹤0.01%	12239
2026 Q1	–	Sell	-11,428	Closed	-$151K	–	13440
2025 Q4	$151K	Buy	+11,428	New	+$150K	﹤0.01%	11164
2023 Q4	–	Sell	-10,559	Closed	-$127K	–	12630
2023 Q3	$127K	Buy	+10,559	New	+$125K	﹤0.01%	10719
2023 Q2	–	Sell	-17,522	Closed	-$216K	–	12378
2023 Q1	$216K	Sell	17,522 -4,842	-22%	-$62.6K	﹤0.01%	10435
2022 Q4	$286K	Buy	+22,364	New	+$289K	﹤0.01%	9207

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

Jeff Yass's FINS Position: Q2 2026 in Review

Jeff Yass opened a new position in Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2026: 11,303 shares worth $145K. The stake represents ﹤0.01% of the portfolio and ranks #12239 among its holdings. This is a return to the name: Jeff Yass previously reported a position in FINS as recently as Q4 2025.

Jeff Yass first reported a position in FINS in Q4 2022 and has held it in 5 quarters since. The position peaked at $286K in Q4 2022. 44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

Jeff Yass held 11,303 shares of Angel Oak Financial Strategies Income Term Trust worth $145K as of Q2 2026.
Angel Oak Financial Strategies Income Term Trust was a new Jeff Yass position in Q2 2026.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12239 holding.
Jeff Yass first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2022 and has held it in 5 quarters since.
Jeff Yass's Angel Oak Financial Strategies Income Term Trust position peaked at $286K in Q4 2022.
44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.