RP
FINS

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

Riverbridge 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 		$3.01M Buy
235,363
+1,886
+0.8% +$24.1K 0.08% 102
2026
Q1 		$2.98M Buy
233,477
+17,967
+8% +$234K 0.07% 101
2025
Q4 		$2.85M Buy
215,510
+90,756
+73% +$1.19M 0.05% 108
2025
Q3 		$1.64M Buy
124,754
+3,091
+3% +$40.6K 0.03% 114
2025
Q2 		$1.58M Buy
121,663
+4,590
+4% +$59.9K 0.03% 111
2025
Q1 		$1.58M Buy
117,073
+10,740
+10% +$143K 0.03% 108
2024
Q4 		$1.35M Buy
106,333
+31,324
+42% +$405K 0.02% 114
2024
Q3 		$992K Buy
+75,009
New +$957K 0.01% 121

Other funds holding FINS

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return