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

StoneX Group’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	–	Sell	-15,349	Closed	-$203K	–	1024
2025 Q4	$203K	Buy	+15,349	New	+$201K	0.01%	874
2025 Q3	–	Sell	-21,455	Closed	-$278K	–	957
2025 Q2	$278K	Sell	21,455 -27,458	-56%	-$358K	0.01%	686
2025 Q1	$659K	Buy	48,913 +1,890	+4%	+$25.1K	0.04%	392
2024 Q4	$597K	Buy	+47,023	New	+$608K	0.03%	425

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

StoneX Group's FINS Position: Q1 2026 in Review

StoneX Group sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q1 2026, closing a stake of 15,349 shares — an estimated $203K sold.

StoneX Group first reported a position in FINS in Q4 2024 and held it in 4 quarters. The position peaked at $659K in Q1 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

StoneX Group reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 15,349 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $203K.
StoneX Group first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2024 and held it in 4 quarters.
StoneX Group's Angel Oak Financial Strategies Income Term Trust position peaked at $659K in Q1 2025.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.