Stifel Financial
FINS

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

Stifel Financial’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 		$4.91M Buy
383,477
+11,981
+3% +$153K ﹤0.01% 1418
2026
Q1 		$4.74M Sell
371,496
-46,665
-11% -$609K ﹤0.01% 1385
2025
Q4 		$5.52M Buy
418,161
+17,385
+4% +$228K 0.01% 1273
2025
Q3 		$5.25M Sell
400,776
-572
-0.1% -$7.51K ﹤0.01% 1278
2025
Q2 		$5.21M Buy
401,348
+75,984
+23% +$992K 0.01% 1229
2025
Q1 		$4.39M Buy
325,364
+31,924
+11% +$425K ﹤0.01% 1260
2024
Q4 		$3.73M Buy
293,440
+38,027
+15% +$492K ﹤0.01% 1367
2024
Q3 		$3.38M Buy
255,413
+24,981
+11% +$319K ﹤0.01% 1433
2024
Q2 		$2.85M Sell
230,432
-609
-0.3% -$7.55K ﹤0.01% 1483
2024
Q1 		$2.89M Buy
231,041
+11,782
+5% +$144K ﹤0.01% 1477
2023
Q4 		$2.61M Buy
219,259
+101,201
+86% +$1.22M ﹤0.01% 1488
2023
Q3 		$1.42M Buy
118,058
+8,325
+8% +$98.6K ﹤0.01% 1817
2023
Q2 		$1.3M Sell
109,733
-3,525
-3% -$42.2K ﹤0.01% 1914
2023
Q1 		$1.4M Buy
113,258
+16,478
+17% +$213K ﹤0.01% 1804
2022
Q4 		$1.24M Buy
96,780
+17,879
+23% +$231K ﹤0.01% 1840
2022
Q3 		$1.06M Sell
78,901
-1,398
-2% -$20K ﹤0.01% 1935
2022
Q2 		$1.17M Sell
80,299
-3,555
-4% -$52.5K ﹤0.01% 1883
2022
Q1 		$1.32M Sell
83,854
-17,658
-17% -$287K ﹤0.01% 1916
2021
Q4 		$1.73M Buy
101,512
+79,196
+355% +$1.33M ﹤0.01% 1729
2021
Q3 		$380K Buy
22,316
+4,323
+24% +$78.2K ﹤0.01% 2745
2021
Q2 		$324K Buy
17,993
+5,159
+40% +$93.3K ﹤0.01% 2853
2021
Q1 		$224K Buy
+12,834
New +$223K ﹤0.01% 2959
2020
Q3 		– Sell
-26,211
Closed -$443K – 2906
2020
Q2 		$443K Buy
26,211
+6,171
+31% +$103K ﹤0.01% 2121
2020
Q1 		$344K Buy
+20,040
New +$396K ﹤0.01% 2097

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
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
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

Stifel Financial's FINS Position: Q2 2026 in Review

Stifel Financial increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 3.2% in Q2 2026, buying an estimated $153K and bringing the position to 383,477 shares worth $4.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Stifel Financial first reported a position in FINS in Q1 2020 and has held it in 24 quarters since. The position peaked at $5.52M in Q4 2025. 44 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Stifel Financial held 383,477 shares of Angel Oak Financial Strategies Income Term Trust worth $4.91M as of Q2 2026.
  • Stifel Financial bought 11,981 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $153K.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1418 holding.
  • Stifel Financial first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2020 and has held it in 24 quarters since.
  • Stifel Financial's Angel Oak Financial Strategies Income Term Trust position peaked at $5.52M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.