Summit Asset Management
FINS icon

Summit Asset Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Summit Asset Management’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 		$333K Hold
26,000
– – 0.04% 148
2026
Q1 		$332K Hold
26,000
– – 0.05% 139
2025
Q4 		$343K Buy
+26,000
New +$341K 0.05% 131

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UBS Group
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Advisors Asset Management
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Summit Asset Management's FINS Position: Q2 2026 in Review

Summit Asset Management held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q2 2026 at 26,000 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #148.

Summit Asset Management first reported a position in FINS in Q4 2025 and has held it in 3 quarters since. The position peaked at $343K in Q4 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Summit Asset Management held 26,000 shares of Angel Oak Financial Strategies Income Term Trust worth $333K as of Q2 2026.
  • Summit Asset Management left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q2 2026.
  • Angel Oak Financial Strategies Income Term Trust made up 0.04% of Summit Asset Management's portfolio in Q2 2026, its #148 holding.
  • Summit Asset Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2025 and has held it in 3 quarters since.
  • Summit Asset Management's Angel Oak Financial Strategies Income Term Trust position peaked at $343K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.