&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 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 $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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

&Partners's FINS Position: Q1 2026 in Review

&Partners increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 6.2% in Q1 2026, buying an estimated $41.1K and bringing the position to 54,329 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

&Partners first reported a position in FINS in Q1 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

&Partners held 54,329 shares of Angel Oak Financial Strategies Income Term Trust worth $693K as of Q1 2026.
&Partners bought 3,148 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $41.1K.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1509 holding.
&Partners first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2025 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.