Osaic Holdings
FINS

Osaic Holdings’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Osaic Holdings’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 		$977K Buy
76,348
+3,369
+5% +$43K ﹤0.01% 3023
2026
Q1 		$930K Buy
72,979
+1,795
+3% +$23.4K ﹤0.01% 2773
2025
Q4 		$940K Buy
71,184
+4,791
+7% +$62.8K ﹤0.01% 2759
2025
Q3 		$871K Sell
66,393
-1,249
-2% -$16.4K ﹤0.01% 2924
2025
Q2 		$878K Sell
67,642
-8,014
-11% -$105K ﹤0.01% 2611
2025
Q1 		$1.02M Buy
75,656
+32,375
+75% +$431K ﹤0.01% 2239
2024
Q4 		$550K Sell
43,281
-3,751
-8% -$48.5K ﹤0.01% 2712
2024
Q3 		$622K Sell
47,032
-689
-1% -$8.79K ﹤0.01% 2670
2024
Q2 		$595K Buy
47,721
+1,015
+2% +$12.6K ﹤0.01% 2618
2024
Q1 		$581K Sell
46,706
-3,375
-7% -$41.3K ﹤0.01% 2815
2023
Q4 		$596K Sell
50,081
-10,874
-18% -$131K ﹤0.01% 3004
2023
Q3 		$734K Buy
60,955
+597
+1% +$7.07K ﹤0.01% 2910
2023
Q2 		$715K Sell
60,358
-843
-1% -$10.1K ﹤0.01% 2826
2023
Q1 		$745K Sell
61,201
-4,375
-7% -$56.6K ﹤0.01% 2759
2022
Q4 		$840K Sell
65,576
-17,450
-21% -$226K ﹤0.01% 2531
2022
Q3 		$1.11M Buy
83,026
+53,452
+181% +$763K ﹤0.01% 2117
2022
Q2 		$435K Buy
29,574
+445
+2% +$6.58K ﹤0.01% 3060
2022
Q1 		$37K Sell
29,129
-1,000
-3% -$16.3K ﹤0.01% 5301
2021
Q4 		$507K Buy
30,129
+9,305
+45% +$157K ﹤0.01% 3042
2021
Q3 		$358K Buy
20,824
+4,362
+26% +$78.9K ﹤0.01% 3367
2021
Q2 		$298K Buy
16,462
+14,383
+692% +$260K ﹤0.01% 3521
2021
Q1 		$36K Buy
2,079
+1,941
+1,407% +$33.7K ﹤0.01% 5110
2020
Q4 		$2K Sell
138
-4,962
-97% -$83.4K ﹤0.01% 6063
2020
Q3 		$86K Buy
+5,100
New +$84.4K ﹤0.01% 3932

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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
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

Osaic Holdings's FINS Position: Q2 2026 in Review

Osaic Holdings increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 4.6% in Q2 2026, buying an estimated $43K and bringing the position to 76,348 shares worth $977K. The position accounts for ﹤0.01% of the portfolio, ranked #3023.

Osaic Holdings first reported a position in FINS in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.11M in Q3 2022. 43 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Osaic Holdings held 76,348 shares of Angel Oak Financial Strategies Income Term Trust worth $977K as of Q2 2026.
  • Osaic Holdings bought 3,369 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $43K.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3023 holding.
  • Osaic Holdings first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2020 and has held it in 24 quarters since.
  • Osaic Holdings's Angel Oak Financial Strategies Income Term Trust position peaked at $1.11M in Q3 2022.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.