Shaker Financial Services’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-29,245
| Closed | -$374K | – | 150 |
|
|
2026
Q2 | $374K | Buy |
29,245
+17,291
| +145% | +$221K | 0.12% | 121 |
|
|
2026
Q1 | $152K | Sell |
11,954
-93,285
| -89% | -$1.22M | 0.05% | 144 |
|
|
2025
Q4 | $1.39M | Sell |
105,239
-39,737
| -27% | -$521K | 0.44% | 84 |
|
|
2025
Q3 | $1.9M | Sell |
144,976
-18,754
| -11% | -$246K | 0.65% | 56 |
|
|
2025
Q2 | $2.13M | Buy |
163,730
+30,346
| +23% | +$396K | 0.77% | 47 |
|
|
2025
Q1 | $1.8M | Sell |
133,384
-21,284
| -14% | -$283K | 0.7% | 49 |
|
|
2024
Q4 | $1.96M | Buy |
154,668
+55,865
| +57% | +$722K | 0.75% | 40 |
|
|
2024
Q3 | $1.31M | Buy |
98,803
+14,732
| +18% | +$188K | 0.49% | 60 |
|
|
2024
Q2 | $1.04M | Buy |
+84,071
| New | +$1.04M | 0.42% | 70 |
|
|
2024
Q1 | – | Sell |
-33,246
| Closed | -$396K | – | 165 |
|
|
2023
Q4 | $396K | Buy |
33,246
+23,225
| +232% | +$279K | 0.16% | 117 |
|
|
2023
Q3 | $121K | Sell |
10,021
-59,281
| -86% | -$702K | 0.06% | 152 |
|
|
2023
Q2 | $818K | Buy |
69,302
+19,392
| +39% | +$232K | 0.36% | 86 |
|
|
2023
Q1 | $615K | Buy |
+49,910
| New | +$646K | 0.27% | 100 |
|
|
2022
Q4 | – | Sell |
-46,654
| Closed | -$625K | – | 156 |
|
|
2022
Q3 | $625K | Buy |
+46,654
| New | +$666K | 0.31% | 86 |
|
|
2022
Q1 | – | Sell |
-189,976
| Closed | -$3.24M | – | 160 |
|
|
2021
Q4 | $3.24M | Buy |
189,976
+13,218
| +7% | +$222K | 1.14% | 23 |
|
|
2021
Q3 | $3.01M | Buy |
176,758
+78,444
| +80% | +$1.42M | 1.2% | 26 |
|
|
2021
Q2 | $1.77M | Sell |
98,314
-74,435
| -43% | -$1.35M | 0.66% | 56 |
|
|
2021
Q1 | $3.01M | Sell |
172,749
-8,802
| -5% | -$153K | 1.2% | 24 |
|
|
2020
Q4 | $3.06M | Buy |
+181,551
| New | +$3.05M | 1.27% | 22 |
|
|
2020
Q3 | – | Sell |
-26,291
| Closed | -$444K | – | 171 |
|
|
2020
Q2 | $444K | Buy |
+26,291
| New | +$440K | 0.25% | 106 |
|
Other funds holding FINS
Shaker Financial Services's FINS Position: Q3 2026 in Review
Shaker Financial Services sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q3 2026, closing a stake of 29,245 shares — an estimated $374K sold.
Shaker Financial Services first reported a position in FINS in Q2 2020 and held it in 20 quarters. The position peaked at $3.24M in Q4 2021. 3 funds tracked by Wall St. Rank hold FINS as of Q3 2026.
- Shaker Financial Services reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q3 2026 after selling out during the quarter.
- Shaker Financial Services sold 29,245 Angel Oak Financial Strategies Income Term Trust shares in Q3 2026, an estimated $374K.
- Shaker Financial Services first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2020 and held it in 20 quarters.
- Shaker Financial Services's Angel Oak Financial Strategies Income Term Trust position peaked at $3.24M in Q4 2021.
- 3 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q3 2026.
Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.