MFA
FINS

Mayflower Financial Advisors’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Mayflower Financial Advisors’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 		$239K Hold
18,700
– – 0.02% 428
2026
Q1 		$238K Buy
+18,700
New +$244K 0.03% 399

Other funds holding FINS

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Mayflower Financial Advisors's FINS Position: Q2 2026 in Review

Mayflower Financial Advisors held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q2 2026 at 18,700 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #428.

Mayflower Financial Advisors first reported a position in FINS in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Mayflower Financial Advisors held 18,700 shares of Angel Oak Financial Strategies Income Term Trust worth $239K as of Q2 2026.
  • Mayflower Financial Advisors left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q2 2026.
  • Angel Oak Financial Strategies Income Term Trust made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #428 holding.
  • Mayflower Financial Advisors first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.