P
FINS

&Partners’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

&Partners’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 		$722K Buy
56,376
+2,047
+4% +$26.1K ﹤0.01% 1619
2026
Q1 		$693K Buy
54,329
+3,148
+6% +$41.1K ﹤0.01% 1509
2025
Q4 		$676K Buy
51,181
+32,129
+169% +$421K ﹤0.01% 1452
2025
Q3 		$250K Buy
19,052
+773
+4% +$10.1K ﹤0.01% 1840
2025
Q2 		$237K Buy
18,279
+3,379
+23% +$44.1K ﹤0.01% 1754
2025
Q1 		$201K Buy
+14,900
New +$198K ﹤0.01% 1633

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

&Partners's FINS Position: Q2 2026 in Review

&Partners increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 3.8% in Q2 2026, buying an estimated $26.1K and bringing the position to 56,376 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

&Partners first reported a position in FINS in Q1 2025 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • &Partners held 56,376 shares of Angel Oak Financial Strategies Income Term Trust worth $722K as of Q2 2026.
  • &Partners bought 2,047 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $26.1K.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1619 holding.
  • &Partners first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2025 and has held it in 6 quarters since.
  • 44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.