Kovitz Investment Group Partners
FINS

Kovitz Investment Group Partners’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-70,779
Closed -$928K – 750
2025
Q3 		$928K Buy
70,779
+5,561
+9% +$73K ﹤0.01% 862
2025
Q2 		$847K Buy
+65,218
New +$851K ﹤0.01% 839

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KIM
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UBS Group
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Morgan Stanley
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NFG
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Stifel Financial
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Royal Bank of Canada
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AAM
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Envestnet Asset Management
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