MORGAN STANLEY
Position in FINS — Angel Oak Financial Strategies Income Term Trust
CIK 895421
NEW YORK, NY
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
#6
of 44 holders
Holding Since
Mar 2020
18 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, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. FINS ranks #252 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in FINS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,025,611 | 627,001 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,941,923 | 622,896 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $9,704,742 | 747,669 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $10,874,665 | 806,726 | Shares | Defined | 2025-05-15 | |
| 2025-01-07 | $11,274,769 | 877,414 | Shares | Sole | 2025-01-07 | |
| 2024-03-31 | $28,359,430 | 2,270,571 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $26,998,730 | 2,266,896 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $27,344,284 | 2,271,120 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $26,703,484 | 2,261,091 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $27,709,837 | 2,247,351 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $27,902,882 | 2,178,211 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $28,725,178 | 2,143,670 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $34,352,050 | 2,013,602 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,517,286 | 1,205,481 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $8,866,100 | 508,961 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,620,270 | 155,598 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,127,245 | 126,246 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,922,003 | 113,728 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,074,127 | 121,294 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||