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 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 $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

Summit Asset Management's FINS Position: Q1 2026 in Review

Summit Asset Management held its Angel Oak Financial Strategies Income Term Trust (FINS) position steady in Q1 2026 at 26,000 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #139.

Summit Asset Management first reported a position in FINS in Q4 2025 and has held it in 2 quarters since. The position peaked at $343K in Q4 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

Summit Asset Management held 26,000 shares of Angel Oak Financial Strategies Income Term Trust worth $332K as of Q1 2026.
Summit Asset Management left its Angel Oak Financial Strategies Income Term Trust share count unchanged in Q1 2026.
Angel Oak Financial Strategies Income Term Trust made up 0.05% of Summit Asset Management's portfolio in Q1 2026, its #139 holding.
Summit Asset Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2025 and has held it in 2 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 Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.