Summit Asset Management, LLC
Position in FINS — Angel Oak Financial Strategies Income Term Trust
CIK 1509974
MEMPHIS, TN
Position in FINS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$332,800
+$1,300 QoQ
Shares Held
26,000
0.0% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#29
of 44 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FINS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Summit Asset Management, LLC holds $332,800 across 1 Asset Management name. FINS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FINS |
Angel Oak Financial Strategies Income Term Trust
This page
|
26,000 | $332,800 |
All Filings in FINS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,800 | 26,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $331,500 | 26,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $343,460 | 26,000 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||