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

Larson 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
2026 Q2	–	Sell	-400	Closed	-$5.1K	–	3831
2026 Q1	$5.1K	Buy	400 +7	+2%	+$91	﹤0.01%	2603
2025 Q4	$5.2K	Buy	393 +10	+3%	+$131	﹤0.01%	2442
2025 Q3	$5.03K	Buy	383 +9	+2%	+$118	﹤0.01%	2352
2025 Q2	$4.85K	Buy	374 +10	+3%	+$130	﹤0.01%	2084
2025 Q1	$4.91K	Buy	364 +8	+2%	+$106	﹤0.01%	1886
2024 Q4	$4.52K	Buy	356 +9	+3%	+$116	﹤0.01%	1694
2024 Q3	$4.58K	Buy	+347	New	+$4.43K	﹤0.01%	1686

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

Larson Financial Group's FINS Position: Q2 2026 in Review

Larson Financial Group sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q2 2026, closing a stake of 400 shares — an estimated $5.1K sold.

Larson Financial Group first reported a position in FINS in Q3 2024 and held it in 7 quarters. The position peaked at $5.2K in Q4 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

Larson Financial Group reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q2 2026 after selling out during the quarter.
Larson Financial Group sold 400 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $5.1K.
Larson Financial Group first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2024 and held it in 7 quarters.
Larson Financial Group's Angel Oak Financial Strategies Income Term Trust position peaked at $5.2K in Q4 2025.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

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