Royal Bank of Canada
FINS

Royal Bank of Canada’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Royal Bank of Canada’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 		$5.21M Sell
408,270
-1,281
-0.3% -$16.7K ﹤0.01% 2387
2025
Q4 		$5.41M Buy
409,551
+7,185
+2% +$94.2K ﹤0.01% 2366
2025
Q3 		$5.28M Buy
402,366
+62,596
+18% +$822K ﹤0.01% 2630
2025
Q2 		$4.41M Buy
339,770
+50,825
+18% +$663K ﹤0.01% 2667
2025
Q1 		$3.9M Buy
288,945
+8,146
+3% +$108K ﹤0.01% 2462
2024
Q4 		$3.57M Buy
280,799
+2,548
+0.9% +$32.9K ﹤0.01% 2590
2024
Q3 		$3.68M Buy
278,251
+7,099
+3% +$90.6K ﹤0.01% 2524
2024
Q2 		$3.35M Buy
271,152
+9,213
+4% +$114K ﹤0.01% 2506
2024
Q1 		$3.27M Buy
261,939
+32,311
+14% +$395K ﹤0.01% 2523
2023
Q4 		$2.73M Buy
229,628
+13,678
+6% +$164K ﹤0.01% 2780
2023
Q3 		$2.6M Buy
215,950
+9,589
+5% +$114K ﹤0.01% 2630
2023
Q2 		$2.44M Sell
206,361
-4,309
-2% -$51.6K ﹤0.01% 2675
2023
Q1 		$2.6M Buy
210,670
+120
+0.1% +$1.55K ﹤0.01% 2610
2022
Q4 		$2.7M Sell
210,550
-6,669
-3% -$86.3K ﹤0.01% 2661
2022
Q3 		$2.91M Sell
217,219
-6,105
-3% -$87.2K ﹤0.01% 2518
2022
Q2 		$3.26M Sell
223,324
-4,103
-2% -$60.6K ﹤0.01% 2443
2022
Q1 		$3.59M Sell
227,427
-81,537
-26% -$1.33M ﹤0.01% 2538
2021
Q4 		$5.27M Sell
308,964
-102,338
-25% -$1.72M ﹤0.01% 2348
2021
Q3 		$7M Buy
411,302
+29,068
+8% +$526K ﹤0.01% 2069
2021
Q2 		$6.87M Sell
382,234
-15,346
-4% -$277K ﹤0.01% 2096
2021
Q1 		$6.93M Buy
397,580
+12,079
+3% +$210K ﹤0.01% 2011
2020
Q4 		$6.49M Buy
385,501
+45,033
+13% +$757K ﹤0.01% 2012
2020
Q3 		$5.74M Buy
340,468
+55,604
+20% +$920K ﹤0.01% 1905
2020
Q2 		$4.81M Buy
284,864
+67,136
+31% +$1.12M ﹤0.01% 1967
2020
Q1 		$3.72M Buy
217,728
+7,803
+4% +$154K ﹤0.01% 2020
2019
Q4 		$4.34M Buy
209,925
+52,855
+34% +$1.08M ﹤0.01% 2261
2019
Q3 		$3.17M Buy
157,070
+66,895
+74% +$1.35M ﹤0.01% 2397
2019
Q2 		$1.81M Buy
+90,175
New +$1.82M ﹤0.01% 2847

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Stifel Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Royal Bank of Canada's FINS Position: Q1 2026 in Review

Royal Bank of Canada reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 0.31% in Q1 2026, selling an estimated $16.7K and leaving 408,270 shares worth $5.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

Royal Bank of Canada first reported a position in FINS in Q2 2019 and has held it in 28 quarters since. The position peaked at $7M in Q3 2021. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

  • Royal Bank of Canada held 408,270 shares of Angel Oak Financial Strategies Income Term Trust worth $5.21M as of Q1 2026.
  • Royal Bank of Canada sold 1,281 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $16.7K.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2387 holding.
  • Royal Bank of Canada first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2019 and has held it in 28 quarters since.
  • Royal Bank of Canada's Angel Oak Financial Strategies Income Term Trust position peaked at $7M in Q3 2021.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.