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

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kovitz Investment Group Partners's FINS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2025, closing a stake of 70,779 shares — an estimated $928K sold.

Kovitz Investment Group Partners first reported a position in FINS in Q2 2025 and held it in 2 quarters. The position peaked at $928K in Q3 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 70,779 Angel Oak Financial Strategies Income Term Trust shares in Q4 2025, an estimated $928K.
  • Kovitz Investment Group Partners first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Angel Oak Financial Strategies Income Term Trust position peaked at $928K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.