SFS
FINS

Shaker Financial Services’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Shaker Financial Services’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 		$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

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Shaker Financial Services's FINS Position: Q2 2026 in Review

Shaker Financial Services increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 145% in Q2 2026, buying an estimated $221K and bringing the position to 29,245 shares worth $374K. The position accounts for 0.12% of the portfolio, ranked #121.

Shaker Financial Services first reported a position in FINS in Q2 2020 and has held it in 20 quarters since. The position peaked at $3.24M in Q4 2021. 7 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Shaker Financial Services held 29,245 shares of Angel Oak Financial Strategies Income Term Trust worth $374K as of Q2 2026.
  • Shaker Financial Services bought 17,291 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $221K.
  • Angel Oak Financial Strategies Income Term Trust made up 0.12% of Shaker Financial Services's portfolio in Q2 2026, its #121 holding.
  • Shaker Financial Services first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2020 and has held it in 20 quarters since.
  • Shaker Financial Services's Angel Oak Financial Strategies Income Term Trust position peaked at $3.24M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.