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FISI icon

AlphaQuest’s Financial Institutions FISI Stock Holding History

AlphaQuest’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,064
Closed -$532K – 744
2025
Q4 		$532K Buy
17,064
+729
+4% +$21.5K 0.03% 773
2025
Q3 		$444K Buy
+16,335
New +$436K 0.03% 871

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

AlphaQuest's FISI Position: Q1 2026 in Review

AlphaQuest sold out of Financial Institutions (FISI) in Q1 2026, closing a stake of 17,064 shares — an estimated $532K sold.

AlphaQuest first reported a position in FISI in Q3 2025 and held it in 2 quarters. The position peaked at $532K in Q4 2025. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • AlphaQuest reported no remaining Financial Institutions position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 17,064 Financial Institutions shares in Q1 2026, an estimated $532K.
  • AlphaQuest first reported a position in Financial Institutions in Q3 2025 and held it in 2 quarters.
  • AlphaQuest's Financial Institutions position peaked at $532K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.