NFG
FINS

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

Nations 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 		$6.2M Hold
484,445
– – 0.3% 77
2026
Q1 		$6.18M Hold
484,445
– – 0.32% 73
2025
Q4 		$6.4M Sell
484,445
-26,000
-5% -$341K 0.34% 71
2025
Q3 		$6.69M Sell
510,445
-7,617
-1% -$100K 0.42% 54
2025
Q2 		$6.72M Buy
518,062
+7,000
+1% +$91.3K 0.46% 45
2025
Q1 		$6.89M Sell
511,062
-8,000
-2% -$106K 0.53% 39
2024
Q4 		$6.59M Sell
519,062
-21,732
-4% -$281K 0.48% 43
2024
Q3 		$7.15M Buy
540,794
+25,960
+5% +$331K 0.52% 36
2024
Q2 		$6.37M Buy
514,834
+14,039
+3% +$174K 0.52% 33
2024
Q1 		$6.25M Buy
500,795
+51,353
+11% +$628K 0.53% 32
2023
Q4 		$5.35M Buy
449,442
+136,163
+43% +$1.64M 0.5% 39
2023
Q3 		$3.77M Buy
313,279
+50,764
+19% +$601K 0.38% 61
2023
Q2 		$3.1M Sell
262,515
-10,350
-4% -$124K 0.3% 76
2023
Q1 		$3.36M Buy
272,865
+51,755
+23% +$670K 0.35% 65
2022
Q4 		$2.83M Buy
221,110
+45,800
+26% +$593K 0.32% 74
2022
Q3 		$2.35M Buy
175,310
+101,301
+137% +$1.45M 0.34% 68
2022
Q2 		$1.08M Buy
74,009
+20,000
+37% +$296K 0.14% 176
2022
Q1 		$853K Buy
+54,009
New +$878K 0.1% 214

Other funds holding FINS

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
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
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

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

Nations Financial Group held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q2 2026 at 484,445 shares worth $6.2M. The position accounts for 0.3% of the portfolio, ranked #77.

Nations Financial Group first reported a position in FINS in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.15M in Q3 2024. 12 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Nations Financial Group held 484,445 shares of Angel Oak Financial Strategies Income Term Trust worth $6.2M as of Q2 2026.
  • Nations Financial Group left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q2 2026.
  • Angel Oak Financial Strategies Income Term Trust made up 0.3% of Nations Financial Group's portfolio in Q2 2026, its #77 holding.
  • Nations Financial Group first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2022 and has held it in 18 quarters since.
  • Nations Financial Group's Angel Oak Financial Strategies Income Term Trust position peaked at $7.15M in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.