Raymond James Financial’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Raymond James Financial’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	$1.01M	Sell	78,999 -1,083	-1%	-$14.1K	﹤0.01%	3834
2025 Q4	$1.06M	Sell	80,082 -14,000	-15%	-$183K	﹤0.01%	3737
2025 Q3	$1.23M	Buy	94,082 +13,987	+17%	+$184K	﹤0.01%	3544
2025 Q2	$1.04M	Buy	80,095 +21,510	+37%	+$281K	﹤0.01%	3560
2025 Q1	$790K	Sell	58,585 -465	-0.8%	-$6.18K	﹤0.01%	3651
2024 Q4	$750K	Buy	+59,050	New	+$764K	﹤0.01%	3653

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 $2.09B AUM 34.27% 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 $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial's FINS Position: Q1 2026 in Review

Raymond James Financial reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 1.4% in Q1 2026, selling an estimated $14.1K and leaving 78,999 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3834.

Raymond James Financial first reported a position in FINS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q3 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

Raymond James Financial held 78,999 shares of Angel Oak Financial Strategies Income Term Trust worth $1.01M as of Q1 2026.
Raymond James Financial sold 1,083 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $14.1K.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3834 holding.
Raymond James Financial first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Angel Oak Financial Strategies Income Term Trust position peaked at $1.23M in Q3 2025.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.