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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Riverbridge Partners's FINS Position: Q2 2026 in Review

Riverbridge Partners increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 0.81% in Q2 2026, buying an estimated $24.1K and bringing the position to 235,363 shares worth $3.01M. The position accounts for 0.08% of the portfolio, ranked #102.

Riverbridge Partners first reported a position in FINS in Q3 2024 and has held it in 8 quarters since. 44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

Riverbridge Partners held 235,363 shares of Angel Oak Financial Strategies Income Term Trust worth $3.01M as of Q2 2026.
Riverbridge Partners bought 1,886 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $24.1K.
Angel Oak Financial Strategies Income Term Trust made up 0.08% of Riverbridge Partners's portfolio in Q2 2026, its #102 holding.
Riverbridge Partners first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2024 and has held it in 8 quarters since.
44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.