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 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 $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

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 $2.09B AUM 34.27% 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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Wells Fargo's FINS Position: Q1 2026 in Review

Wells Fargo reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 2.4% in Q1 2026, selling an estimated $415K and leaving 1,269,741 shares worth $16.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Wells Fargo first reported a position in FINS in Q2 2019 and has held it in 28 quarters since. The position peaked at $18.8M in Q3 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

Wells Fargo held 1,269,741 shares of Angel Oak Financial Strategies Income Term Trust worth $16.2M as of Q1 2026.
Wells Fargo sold 31,801 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $415K.
Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1667 holding.
Wells Fargo first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2019 and has held it in 28 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 Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.