JFG
FINS

Jefferies Financial Group’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-25,000
Closed -$318K – 1740
2024
Q4 		$318K Buy
+25,000
New +$323K ﹤0.01% 1249

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Jefferies Financial Group's FINS Position: Q1 2025 in Review

Jefferies Financial Group sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2025, closing a stake of 25,000 shares — an estimated $318K sold.

Jefferies Financial Group first reported a position in FINS in Q4 2024 and held it in 1 quarter. The position peaked at $318K in Q4 2024. 35 funds tracked by Wall St. Rank hold FINS as of Q1 2025.

  • Jefferies Financial Group reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 25,000 Angel Oak Financial Strategies Income Term Trust shares in Q1 2025, an estimated $318K.
  • Jefferies Financial Group first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2024 and held it in 1 quarter.
  • Jefferies Financial Group's Angel Oak Financial Strategies Income Term Trust position peaked at $318K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.