FINS — ANGEL OAK FINL STRATEGIES IN

Ownership history in StoneX Group Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which StoneX Group Inc. reported a position in ANGEL OAK FINL STRATEGIES IN (FINS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q1)
Avg. % of fund
0.03%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,349 -6,106 -28.5% 0.01% $203K $12.87
2025 Q2 REDUCED 21,455 -27,458 -56.1% 0.01% $278K $12.00
2025 Q1 ADDED 48,913 +1,900 +4.0% 0.04% $659K $12.15
2024 Q4 INITIATED 47,013 — — 0.04% $597K $11.17
% of Fund (quarterly)    FINS price (monthly, adj. close)

Other funds also holding FINS

As of 2025 Q4 — sorted by position size

SIT INVESTMENT ASSOCIATES INC 3Y 7Y 2.72% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.97% Shaker Financial Services, LLC 3Y 7Y 0.44% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.34% Twelve Points Wealth Management LLC 3Y 0.21% Advisors Asset Management, Inc. 3Y 7Y 0.08% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.05% Summit Asset Management, LLC 3Y 7Y 0.05% Live Oak Private Wealth LLC 3Y 0.04% Dakota Wealth Management 3Y 7Y 0.02%
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