SIA
FINS

Sit Investment Associates’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Sit Investment Associates’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 		$140M Buy
10,962,663
+89,025
+0.8% +$1.14M 2.66% 3
2026
Q1 		$139M Buy
10,873,638
+587,904
+6% +$7.67M 2.81% 2
2025
Q4 		$136M Buy
10,285,734
+316,517
+3% +$4.15M 2.67% 3
2025
Q3 		$131M Buy
9,969,217
+340,320
+4% +$4.47M 2.65% 4
2025
Q2 		$125M Buy
9,628,897
+4,326,980
+82% +$56.5M 2.67% 4
2025
Q1 		$71.5M Buy
5,301,917
+144,353
+3% +$1.92M 1.68% 9
2024
Q4 		$65.5M Buy
5,157,564
+1,877,565
+57% +$24.3M 1.49% 9
2024
Q3 		$43.4M Buy
3,279,999
+671,393
+26% +$8.57M 0.97% 18
2024
Q2 		$32.3M Buy
2,608,606
+290,547
+13% +$3.6M 0.74% 27
2024
Q1 		$29M Buy
2,318,059
+1,512,921
+188% +$18.5M 0.67% 36
2023
Q4 		$9.59M Buy
805,138
+142,590
+22% +$1.71M 0.24% 130
2023
Q3 		$7.98M Buy
662,548
+116,449
+21% +$1.38M 0.22% 140
2023
Q2 		$6.45M Hold
546,099
– – 0.17% 164
2023
Q1 		$6.73M Sell
546,099
-71,437
-12% -$924K 0.18% 159
2022
Q4 		$7.91M Sell
617,536
-611,850
-50% -$7.92M 0.22% 136
2022
Q3 		$16.5M Buy
1,229,386
+634,105
+107% +$9.05M 0.49% 52
2022
Q2 		$8.68M Buy
595,281
+13,941
+2% +$206K 0.26% 108
2022
Q1 		$9.18M Buy
581,340
+18,836
+3% +$306K 0.25% 129
2021
Q4 		$9.6M Buy
562,504
+499,520
+793% +$8.4M 0.23% 137
2021
Q3 		$1.07M Buy
+62,984
New +$1.14M 0.03% 353

Other funds holding FINS

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sit Investment Associates's FINS Position: Q2 2026 in Review

Sit Investment Associates increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 0.82% in Q2 2026, buying an estimated $1.14M and bringing the position to 10,962,663 shares worth $140M. The position accounts for 2.66% of the portfolio, ranked #3.

Sit Investment Associates first reported a position in FINS in Q3 2021 and has held it in 20 quarters since. 44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Sit Investment Associates held 10,962,663 shares of Angel Oak Financial Strategies Income Term Trust worth $140M as of Q2 2026.
  • Sit Investment Associates bought 89,025 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $1.14M.
  • Angel Oak Financial Strategies Income Term Trust made up 2.66% of Sit Investment Associates's portfolio in Q2 2026, its #3 holding.
  • Sit Investment Associates first reported a position in Angel Oak Financial Strategies Income Term Trust in Q3 2021 and has held it in 20 quarters since.
  • 44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.