Wells Fargo
FINS

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

Wells Fargo’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 		$16.5M Buy
1,290,468
+20,727
+2% +$265K ﹤0.01% 1791
2026
Q1 		$16.2M Sell
1,269,741
-31,801
-2% -$415K ﹤0.01% 1667
2025
Q4 		$17.2M Sell
1,301,542
-135,168
-9% -$1.77M ﹤0.01% 1599
2025
Q3 		$18.8M Buy
1,436,710
+63,171
+5% +$829K ﹤0.01% 1511
2025
Q2 		$17.8M Buy
1,373,539
+21,732
+2% +$284K ﹤0.01% 1490
2025
Q1 		$18.2M Buy
1,351,807
+241,566
+22% +$3.21M ﹤0.01% 1400
2024
Q4 		$14.1M Buy
1,110,241
+935,731
+536% +$12.1M ﹤0.01% 1600
2024
Q3 		$2.31M Buy
174,510
+2,789
+2% +$35.6K ﹤0.01% 2954
2024
Q2 		$2.12M Buy
171,721
+3,149
+2% +$39.1K ﹤0.01% 2941
2024
Q1 		$2.11M Sell
168,572
-6,403
-4% -$78.3K ﹤0.01% 2932
2023
Q4 		$2.08M Sell
174,975
-38,793
-18% -$466K ﹤0.01% 2881
2023
Q3 		$2.57M Sell
213,768
-98,217
-31% -$1.16M ﹤0.01% 2609
2023
Q2 		$3.68M Buy
311,985
+57,483
+23% +$688K ﹤0.01% 2389
2023
Q1 		$3.14M Buy
254,502
+574
+0.2% +$7.43K ﹤0.01% 2482
2022
Q4 		$3.25M Sell
253,928
-53,382
-17% -$691K ﹤0.01% 2390
2022
Q3 		$4.12M Buy
307,310
+175,575
+133% +$2.51M ﹤0.01% 2148
2022
Q2 		$1.92M Buy
131,735
+2,943
+2% +$43.5K ﹤0.01% 2833
2022
Q1 		$2.03M Buy
128,792
+18,378
+17% +$299K ﹤0.01% 3283
2021
Q4 		$1.88M Sell
110,414
-437
-0.4% -$7.35K ﹤0.01% 3559
2021
Q3 		$1.89M Buy
110,851
+9,645
+10% +$174K ﹤0.01% 3718
2021
Q2 		$1.82M Sell
101,206
-10,603
-9% -$192K ﹤0.01% 3769
2021
Q1 		$1.95M Buy
111,809
+9,070
+9% +$157K ﹤0.01% 3724
2020
Q4 		$1.73M Sell
102,739
-5,713
-5% -$96K ﹤0.01% 3605
2020
Q3 		$1.83M Sell
108,452
-12,267
-10% -$203K ﹤0.01% 3378
2020
Q2 		$2.04M Buy
120,719
+15,319
+15% +$256K ﹤0.01% 3247
2020
Q1 		$1.8M Sell
105,400
-22,020
-17% -$435K ﹤0.01% 3093
2019
Q4 		$2.64M Buy
127,420
+47,074
+59% +$962K ﹤0.01% 3114
2019
Q3 		$1.62M Buy
80,346
+35,328
+78% +$714K ﹤0.01% 3500
2019
Q2 		$905K Buy
+45,018
New +$908K ﹤0.01% 3936

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo's FINS Position: Q2 2026 in Review

Wells Fargo increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 1.6% in Q2 2026, buying an estimated $265K and bringing the position to 1,290,468 shares worth $16.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Wells Fargo first reported a position in FINS in Q2 2019 and has held it in 29 quarters since. The position peaked at $18.8M in Q3 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q2 2026.

  • Wells Fargo held 1,290,468 shares of Angel Oak Financial Strategies Income Term Trust worth $16.5M as of Q2 2026.
  • Wells Fargo bought 20,727 Angel Oak Financial Strategies Income Term Trust shares in Q2 2026, an estimated $265K.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1791 holding.
  • Wells Fargo first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2019 and has held it in 29 quarters since.
  • Wells Fargo's Angel Oak Financial Strategies Income Term Trust position peaked at $18.8M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.