Back to FINS
Lewis Asset Management, LLC → FINS
Lewis Asset Management, LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
5
Latest value
$3.1M
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q4 2025 | $2.9M |
| Q1 2026 | $3.1M |
| Q2 2026 | $3.2M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 59.9K | — | — |
| Q2 2026 | $3.2M | 61.9K | — | — |
| Q1 2026 | $3.1M | 60.6K | — | — |
| Q4 2025 | $2.9M | 57.7K | — | — |
| Q3 2025 | $2.6M | 51.2K | — | — |
Other funds holding FINS
$70.5M
$52.6M