SAM
FINS

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

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
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

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. 44 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.
  • 44 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.