Angel Oak Financial Strategies Income Term Trust
FINS- Exchange
- NYSE
- SEC CIK
- 0001745059
In the last 90 days, Angel Oak Financial Strategies Income Term Trust insiders filed 1 open-market purchase and 0 sales; 43 institutions reported holding it in 13F filings for Q2 2026, worth $297.8M in total; no superinvestor holds it.
Key figures
- Insider buysLast 90 days, $12.5K in total
- 1
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, 0 vs. previous quarter
- 43
- 13F valueReported value at the end of Q2 2026
- $297.8M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding FINS, Q2 2026
No superinvestor reported holding FINS at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by Angel Oak Financial Strategies Income Term Trust insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 14, 2026 (view filing)10:25 AM ET | Sep 14 | Same day | Parks KevinOther: Portfolio Manager | PPurchase | +1.00K | $12.53 | +$12.5K | +17.6%6.67K after | |
| Jul 10, 2026 (view filing)4:09 PM ET | Jul 8 | 2 days | MetLife Investment Management, LLC10% Owner | PPurchase5.364% Series C Senior Unsecured Notes due July 8, 2030 | +40.0M | $40,000,000.00 | +$1,600T | – | Price outlier |
| Feb 23, 2026 (view filing) | Feb 20 | 3 days | Cohen Ira PDirector | PPurchase | +379 | $13.17 | +$4.99K | New position379 after | |
| Jan 30, 2026 (view filing) | Nov 20, 2025 | 71 daysLate | Prabhu SreeniwasOther: INVESTMENT ADVISER PRINCIPAL | PPurchase | +9.20K | $12.88 | +$118.5K | +5.5%175.2K after | |
| Jan 30, 2026 (view filing) | Nov 6-Dec 12, 2025 | 85 daysLate | Fierman MichaelOther: INVESTMENT ADVISER PRINCIPAL | PPurchase | +16.2K | $13.20 | +$214.1K | +14.9%125.4K after | 3 lots |
| Aug 14, 2025 (view filing) | Aug 12 | 2 days | Mullins AndreaDirector | PPurchase | +7.58K | $13.15 | +$99.7K | New position7.58K after | |
| Aug 6, 2025 (view filing) | Aug 5 | 1 day | Eldredge WilliamChief Compliance Officer | PPurchase | +1.92K | $13.10 | +$25.2K | +188.2%2.94K after | |
| Jun 3, 2025 (view filing) | Jun 2 | 1 day | Parks KevinOther: Portfolio Manager | PPurchase | +1.00K | $12.83 | +$12.8K | +21.4%5.67K after | |
| May 28, 2025 (view filing) | May 14-21 | 14 daysLate | Fierman MichaelOther: Investment Adviser Principal | PPurchase | +224 | $13.35 | +$2.99K | +0.2%109.2K after | 6 lots |
| May 22, 2025 (view filing) | May 22 | Same day | Albe Alvin R JrDirector | PPurchase | +20.0K | $13.12 | +$262.4K | New position20.0K after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Angel Oak Financial Strategies Income Term Trust at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 10,962,663 | $140.3M | 2.66% | +89,025+0.8% | Added |
| Karpus Management, Inc. | 4,654,677 | $59.6M | 1.71% | −43,169−0.9% | Reduced |
| Wells Fargo & Company | 1,290,468 | $16.5M | 0.00% | +20,727+1.6% | Added |
| Atlas Wealth LLC | 1,100,004 | $14.1M | 2.01% | +1,100,004 | New |
| UBS Group AG | 707,959 | $9.06M | 0.00% | −32,635−4.4% | Reduced |
| Morgan Stanley | 627,001 | $8.03M | 0.00% | +4,105+0.7% | Added |
| Nations Financial Group Inc, | 484,445 | $6.20M | 0.30% | 00.0% | Unchanged |
| Royal Bank of Canada | 417,457 | $5.34M | 0.00% | +9,187+2.3% | Added |
| Stifel Financial Corp | 383,477 | $4.91M | 0.00% | +11,981+3.2% | Added |
| Advisors Asset Management, Inc. | 351,208 | $4.50M | 0.07% | −2,454−0.7% | Reduced |