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Arax Advisory Partners’s Financial Institutions FISI Stock Holding History

Arax Advisory Partners’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
Q2 		$53.2K Buy
1,364
+1,349
+8,993% +$47.9K ﹤0.01% 3215
2026
Q1 		$477 Sell
15
-372
-96% -$12K ﹤0.01% 3418
2025
Q4 		$12.1K Sell
387
-1,997
-84% -$58.8K ﹤0.01% 2372
2025
Q3 		$64.8K Buy
2,384
+2,350
+6,912% +$62.7K ﹤0.01% 1718
2025
Q2 		$874 Hold
34
– – ﹤0.01% 2820
2025
Q1 		$849 Sell
34
-580
-94% -$15.7K ﹤0.01% 2358
2024
Q4 		$16.8K Hold
614
– – ﹤0.01% 1276
2024
Q3 		$15.6K Hold
614
– – ﹤0.01% 1188
2024
Q2 		$11.9K Buy
+614
New +$10.9K ﹤0.01% 1188

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Arax Advisory Partners's FISI Position: Q2 2026 in Review

Arax Advisory Partners increased its Financial Institutions (FISI) stake by 8,993% in Q2 2026, buying an estimated $47.9K and bringing the position to 1,364 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3215.

Arax Advisory Partners first reported a position in FISI in Q2 2024 and has held it in 9 quarters since. The position peaked at $64.8K in Q3 2025. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Arax Advisory Partners held 1,364 shares of Financial Institutions worth $53.2K as of Q2 2026.
  • Arax Advisory Partners bought 1,349 Financial Institutions shares in Q2 2026, an estimated $47.9K.
  • Financial Institutions made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3215 holding.
  • Arax Advisory Partners first reported a position in Financial Institutions in Q2 2024 and has held it in 9 quarters since.
  • Arax Advisory Partners's Financial Institutions position peaked at $64.8K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.