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Basecamp Wealth Advisors’s Financial Institutions FISI Stock Holding History

Basecamp Wealth Advisors’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 		$3.12K Buy
80
+11
+16% +$391 ﹤0.01% 1269
2026
Q1 		$2.19K Buy
69
+33
+92% +$1.06K ﹤0.01% 1378
2025
Q4 		$1.12K Buy
+36
New +$1.06K ﹤0.01% 1469

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

Basecamp Wealth Advisors's FISI Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Financial Institutions (FISI) stake by 16% in Q2 2026, buying an estimated $391 and bringing the position to 80 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Basecamp Wealth Advisors first reported a position in FISI in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Basecamp Wealth Advisors held 80 shares of Financial Institutions worth $3.12K as of Q2 2026.
  • Basecamp Wealth Advisors bought 11 Financial Institutions shares in Q2 2026, an estimated $391.
  • Financial Institutions made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1269 holding.
  • Basecamp Wealth Advisors first reported a position in Financial Institutions in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.