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Equibles

MORGAN STANLEY

Position in FINS — Angel Oak Financial Strategies Income Term Trust

CIK 895421 NEW YORK, NY
Back to FINS Full portfolio

Position in FINS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$8,025,611
+$83,688 QoQ
Shares Held
627,001
+0.7% QoQ
Ownership
1.88%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026

MORGAN STANLEY holds $35,620,097,603 across 473 Asset Management names. FINS ranks #253 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 96,972,188 $6,415,036,347
2 BX
Blackstone Inc.
 34,842,332 $4,099,897,196
3 BLK
BlackRock, Inc.
 3,642,875 $3,362,925,195
4 STT
State Street Corp
 51,181,926 $3,292,726,330
5 APO
Apollo Global Management, Inc.
 8,937,664 $1,057,415,020
6 KKR
KKR & Co. Inc.
 9,004,913 $826,470,907
7 AMP
Ameriprise Financial Inc
 1,743,842 $800,004,946
8 BN
BROOKFIELD Corp /ON/
 13,738,306 $585,114,445

All Filings in FINS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,025,611 627,001
2026-03-31 $7,941,923 622,896
2025-12-31 $8,660,145 655,575
2025-09-30 $9,766,687 744,980
2025-06-30 $9,704,742 747,669
2025-03-31 $10,874,665 806,726
2024-12-31 $11,150,852 878,020
2024-09-30 $28,050,275 2,121,806
2024-06-30 $27,409,160 2,215,777
2024-03-31 $28,359,430 2,270,571
2023-12-31 $26,998,730 2,266,896
2023-09-30 $27,344,284 2,271,120
2023-06-30 $26,703,484 2,261,091
2023-03-31 $27,709,837 2,247,351
2022-12-31 $27,902,882 2,178,211
2022-09-30 $28,725,178 2,143,670
2022-06-30 $30,796,911 2,112,271
2022-03-31 $33,125,335 2,097,868
2021-12-31 $34,352,050 2,013,602
2021-09-30 $20,517,286 1,205,481
2021-06-30 $20,567,465 1,143,908
2021-03-31 $8,866,100 508,961
2020-12-31 $2,620,270 155,598
2020-09-30 $2,127,245 126,246
2020-06-30 $1,922,003 113,728
2020-03-31 $2,074,127 121,294