FINS · Insider trading · 13F holders · Congress trades
Angel Oak Financial Strategies Income Term Trust (FINS)
Who is buying and selling FINS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 6
- Insider buys, 90 days
- $29K
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FINS at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 2 FINS insiders filed 3 open-market purchases worth $29K on SEC Form 4.
- 6 13F filers hold FINS among their 50 largest positions, worth $221.1M combined. The biggest bets by portfolio weight are Sit Investment Associates Inc (2.7%), Atlas Wealth LLC (2.0%) and Karpus Management, Inc. (1.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in FINS.
- FINS last closed at $11.93 on Oct 29, 2026.
FINS insider trading
Between Aug 1, 2026 and Oct 29, 2026, 2 FINS insiders filed 3 open-market purchases worth $29K on SEC Form 4.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Oct 13, 2026 | Bortz Robert Edward III | President | Buy | 418 | $11.92 | $5K | SEC |
| Sep 28, 2026 | Parks Kevin | Portfolio Manager | Buy | 1,000 | $11.90 | $12K | SEC |
| Sep 14, 2026 | Parks Kevin | Portfolio Manager | Buy | 1,000 | $12.53 | $13K | SEC |
Who owns FINS? Hedge funds and superinvestors
6 13F filers hold FINS among their 50 largest positions, worth $221.1M combined. The biggest bets by portfolio weight are Sit Investment Associates Inc (2.7%), Atlas Wealth LLC (2.0%) and Karpus Management, Inc. (1.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Sit Investment Associates IncMutual fund manager | 2.7% | $140.3M | 10,962,663 | +0.8% shares | Q2 2026 |
| Karpus Management, Inc.Wealth manager | 1.7% | $59.6M | 4,654,677 | -0.9% shares | Q2 2026 |
| Atlas Wealth LLCWealth manager | 2.0% | $14.1M | 1,100,004 | — | Q2 2026 |
| Thomas J. Herzfeld Advisors, Inc.Hedge fund | 0.9% | $2.8M | 222,390 | +15.0% shares | Q2 2026 |
| Noble Wealth Management PBCWealth manager | 1.3% | $2.7M | 229,140 | -1.1% shares | Q3 2026 |
| Closed-End Fund Advisors, Inc.Wealth manager | 1.5% | $1.5M | 118,848 | -1.5% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 5). Screen FINS in the grand portfolio →
FINS stock trades by members of Congress
No member of Congress has disclosed a trade in FINS.
FINS questions and answers
Are insiders buying FINS stock?
Between Aug 1, 2026 and Oct 29, 2026, 2 FINS insiders filed 3 open-market purchases worth $29K on SEC Form 4.
Which hedge funds own FINS?
6 13F filers hold FINS among their 50 largest positions, worth $221.1M combined. The biggest bets by portfolio weight are Sit Investment Associates Inc (2.7%), Atlas Wealth LLC (2.0%) and Karpus Management, Inc. (1.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded FINS?
No member of Congress has disclosed a trade in FINS.
Who is the largest holder of FINS?
Among 13F filers, Sit Investment Associates Inc reports the largest FINS position, $140.3M (10,962,663 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sit Investment Associates Inc's: 2.7% of its portfolio.
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