Corient Private Wealth LLC
Position in FINS — Angel Oak Financial Strategies Income Term Trust
CIK 1948780
MIAMI, FL
Position in FINS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$382,500
-$13,800 QoQ
Shares Held
30,000
0.0% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FINS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $766,572,305 across 118 Asset Management names. FINS ranks #74 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
102,883 | $98,943,609 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,329,960 | $94,293,481 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
2,525,700 | $59,833,833 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
4,527,780 | $57,321,694 | |
| 5 | BX |
Blackstone Inc.
|
394,035 | $45,310,084 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
901,305 | $40,063,006 | |
| 7 | ARES |
Ares Management Corp
|
319,396 | $34,846,103 | |
| 8 | APO |
Apollo Global Management, Inc.
|
288,847 | $32,183,332 |
All Filings in FINS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $382,500 | 30,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $396,300 | 30,000 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $393,300 | 30,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $389,400 | 30,000 | Shares | Sole | 2025-09-26 | |
| No filing history on record for this holder in this stock. | ||||||