Bessemer Group’s Financial Institutions FISI Stock Holding History

Bessemer Group’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
2025 Q3	–	Sell	-13	Closed	–	–	2559
2025 Q2	$0	Hold	13	–	–	﹤0.01%	2470
2025 Q1	$0	Buy	+13	New	+$351	﹤0.01%	2533
2020 Q3	–	Sell	-47,700	Closed	-$888K	–	1448
2020 Q2	$888K	Hold	47,700	–	–	﹤0.01%	836
2020 Q1	$865K	Hold	47,700	–	–	﹤0.01%	641
2019 Q4	$1.53M	Sell	47,700 -54	-0.1%	-$1.7K	0.01%	643
2019 Q3	$1.44M	Buy	47,754 +54	+0.1%	+$1.58K	0.01%	603
2019 Q2	$1.39M	Hold	47,700	–	–	﹤0.01%	633
2019 Q1	$1.3M	Buy	47,700 +11,800	+33%	+$332K	0.01%	578
2018 Q4	$923K	Buy	35,900 +14,600	+69%	+$414K	﹤0.01%	590
2018 Q3	$669K	Buy	21,300 +8,000	+60%	+$259K	﹤0.01%	683
2018 Q2	$438K	Buy	13,300 +10,300	+343%	+$330K	﹤0.01%	806
2018 Q1	$89K	Sell	3,000 -4,400	-59%	-$138K	﹤0.01%	1148
2017 Q4	$230K	Sell	7,400 -21,100	-74%	-$663K	﹤0.01%	992
2017 Q3	$821K	Hold	28,500	–	–	﹤0.01%	707
2017 Q2	$849K	Hold	28,500	–	–	﹤0.01%	713
2017 Q1	$939K	Buy	28,500 +2,700	+10%	+$90.1K	﹤0.01%	726
2016 Q4	$882K	Buy	25,800 +13,900	+117%	+$413K	﹤0.01%	746
2016 Q3	$323K	Buy	+11,900	New	+$318K	﹤0.01%	882

Other funds holding FISI

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bessemer Group's FISI Position: Q3 2025 in Review

Bessemer Group sold out of Financial Institutions (FISI) in Q3 2025, closing a stake of 13 shares.

Bessemer Group first reported a position in FISI in Q3 2016 and held it in 18 quarters. The position peaked at $1.53M in Q4 2019. 142 funds tracked by Wall St. Rank hold FISI as of Q3 2025.

Bessemer Group reported no remaining Financial Institutions position as of Q3 2025 after selling out during the quarter.
Bessemer Group sold 13 Financial Institutions shares in Q3 2025.
Bessemer Group first reported a position in Financial Institutions in Q3 2016 and held it in 18 quarters.
Bessemer Group's Financial Institutions position peaked at $1.53M in Q4 2019.
142 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2025.

Based on Bessemer Group's 13F filing for Q3 2025, filed 5 Nov 2025.