Morgan Stanley
FINS

Morgan Stanley’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Morgan Stanley’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 		$7.94M Sell
622,896
-32,679
-5% -$426K ﹤0.01% 3768
2025
Q4 		$8.66M Sell
655,575
-89,405
-12% -$1.17M ﹤0.01% 3723
2025
Q3 		$9.77M Sell
744,980
-2,689
-0.4% -$35.3K ﹤0.01% 3574
2025
Q2 		$9.7M Sell
747,669
-59,057
-7% -$771K ﹤0.01% 3469
2025
Q1 		$10.9M Sell
806,726
-71,294
-8% -$948K ﹤0.01% 3263
2024
Q4 		$11.2M Sell
878,020
-1,243,786
-59% -$16.1M ﹤0.01% 3309
2024
Q3 		$28.1M Sell
2,121,806
-93,971
-4% -$1.2M ﹤0.01% 2448
2024
Q2 		$27.4M Sell
2,215,777
-54,794
-2% -$680K ﹤0.01% 2329
2024
Q1 		$28.4M Sell
2,270,571
-2,263,221
-50% -$27.7M ﹤0.01% 2305
2023
Q4 		$54M Buy
4,533,792
+2,262,672
+100% +$27.2M ﹤0.01% 2367
2023
Q3 		$27.3M Buy
2,271,120
+10,029
+0.4% +$119K ﹤0.01% 2125
2023
Q2 		$26.7M Buy
2,261,091
+13,740
+0.6% +$164K ﹤0.01% 2163
2023
Q1 		$27.7M Buy
2,247,351
+69,140
+3% +$894K ﹤0.01% 2088
2022
Q4 		$27.9M Buy
2,178,211
+34,541
+2% +$447K ﹤0.01% 2013
2022
Q3 		$28.7M Buy
2,143,670
+31,399
+1% +$448K ﹤0.01% 1814
2022
Q2 		$30.8M Buy
2,112,271
+14,403
+0.7% +$213K ﹤0.01% 1815
2022
Q1 		$33.1M Buy
2,097,868
+84,266
+4% +$1.37M ﹤0.01% 1621
2021
Q4 		$34.4M Buy
2,013,602
+808,121
+67% +$13.6M ﹤0.01% 1640
2021
Q3 		$20.5M Buy
1,205,481
+61,573
+5% +$1.11M ﹤0.01% 2063
2021
Q2 		$20.6M Buy
1,143,908
+634,947
+125% +$11.5M ﹤0.01% 2114
2021
Q1 		$8.87M Buy
508,961
+353,363
+227% +$6.13M ﹤0.01% 2777
2020
Q4 		$2.62M Buy
155,598
+29,352
+23% +$493K ﹤0.01% 3917
2020
Q3 		$2.13M Buy
126,246
+12,518
+11% +$207K ﹤0.01% 3603
2020
Q2 		$1.92M Sell
113,728
-7,566
-6% -$126K ﹤0.01% 3639
2020
Q1 		$2.07M Buy
121,294
+70,906
+141% +$1.4M ﹤0.01% 3336
2019
Q4 		$1.04M Buy
50,388
+22,086
+78% +$451K ﹤0.01% 4506
2019
Q3 		$571K Buy
28,302
+26,504
+1,474% +$536K ﹤0.01% 4621
2019
Q2 		$36K Buy
+1,798
New +$36.3K ﹤0.01% 5730

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
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Morgan Stanley's FINS Position: Q1 2026 in Review

Morgan Stanley reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 5% in Q1 2026, selling an estimated $426K and leaving 622,896 shares worth $7.94M. The position accounts for ﹤0.01% of the portfolio, ranked #3768.

Morgan Stanley first reported a position in FINS in Q2 2019 and has held it in 28 quarters since. The position peaked at $54M in Q4 2023. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

  • Morgan Stanley held 622,896 shares of Angel Oak Financial Strategies Income Term Trust worth $7.94M as of Q1 2026.
  • Morgan Stanley sold 32,679 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $426K.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3768 holding.
  • Morgan Stanley first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2019 and has held it in 28 quarters since.
  • Morgan Stanley's Angel Oak Financial Strategies Income Term Trust position peaked at $54M in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.