LFG
FINS

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
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 $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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Larson Financial Group's FINS Position: Q1 2026 in Review

Larson Financial Group increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 1.8% in Q1 2026, buying an estimated $91 and bringing the position to 400 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2603.

Larson Financial Group first reported a position in FINS in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.2K in Q4 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

  • Larson Financial Group held 400 shares of Angel Oak Financial Strategies Income Term Trust worth $5.1K as of Q1 2026.
  • Larson Financial Group bought 7 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $91.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2603 holding.
  • Larson Financial Group first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2024 and has held it in 7 quarters since.
  • 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 Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.