Mayflower Financial Advisors, LLC
Position in FINS — Angel Oak Financial Strategies Income Term Trust
CIK 1852930
BOSTON, MA
Position in FINS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$239,360
+$935 QoQ
Shares Held
18,700
0.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#33
of 44 holders
Holding Since
Mar 2026
2 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, 2026Mayflower Financial Advisors, LLC holds $7,037,932 across 10 Asset Management names. FINS ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,643 | $1,579,843 | |
| 2 | ARCC |
Ares Capital Corp
|
76,250 | $1,412,912 | |
| 3 | STT |
State Street Corp
|
8,096 | $1,373,081 | |
| 4 | BX |
Blackstone Inc.
|
9,050 | $1,064,913 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
32,689 | $383,768 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,895 | $265,703 | |
| 7 | NBB |
Nuveen Taxable Municipal Income Fund
|
16,594 | $261,853 | |
| 8 | NUV |
Nuveen Municipal Value Fund Inc
|
27,370 | $252,351 |
All Filings in FINS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,360 | 18,700 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $238,425 | 18,700 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||