FINS — ANGEL OAK FINANC STRAT INC
As of Q2 2026, 5 SEC-registered investment managers reported holding FINS (ANGEL OAK FINANC STRAT INC) in their latest 13F filings, with a combined reported value of $34.29M across 2.68M shares. That is +0.1% by share count (+2.77K shares) versus the previous quarter, while reported value moved +0.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
FINS is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Wells Fargo & Co history | Q2 2026 | 1.29M | $16.52M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 707.96K | $9.06M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 627.00K | $8.03M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 42.33K | $541.86K | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 10.86K | $139.00K | 0.00% | New |
| Bank of America Corp history | Q3 2025 | 3.01K | $39.46K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q4 2023 | 2.61K | $31.09K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q3 2024 | 1 | $13 | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 10.86K sh · $139.00K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo & Co | 110.85K | 110.41K | 128.79K | 131.74K | 307.31K | 253.93K | 254.50K | 311.99K | 213.77K | 174.97K | 168.57K | 171.72K | 174.51K | 1.11M | 1.35M | 1.37M | 1.44M | 1.30M | 1.27M | 1.29M |
| UBS Group AG | 841.90K | 947.29K | 936.26K | 871.25K | 1.07M | 870.88K | 926.32K | 820.12K | 837.82K | 822.00K | 716.17K | 698.85K | 695.05K | 694.93K | 754.70K | 952.19K | 792.88K | 720.27K | 740.59K | 707.96K |
| Morgan Stanley | 1.21M | 2.01M | 2.10M | 2.11M | 2.14M | 2.18M | 2.25M | 2.26M | 2.27M | 2.27M | 2.27M | 2.22M | 2.12M | 878.02K | 806.73K | 747.67K | 744.98K | 655.58K | 622.90K | 627.00K |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 39.73K | 42.62K | 42.33K |
| Citadel Advisors | — | 28.62K | — | — | — | — | — | 25.11K | — | — | — | — | — | — | — | — | — | — | — | 10.86K |
| Bank of America Corp | 59.50K | 86.13K | 98.17K | 55.90K | 20.83K | 2.50K | 1.90K | 248 | — | 1.60K | 1.93K | 25.00K | — | — | — | 10.87K | 3.01K | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | 1 | — | — | — | — | 1 | — | — | 1 | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | 166 | 53 | — | — | 2.61K | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details