BGIM
FISI icon

Brandywine Global Investment Management’s Financial Institutions FISI Stock Holding History

Brandywine Global Investment Management’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
Q4 		$381K Buy
12,230
+1,940
+19% +$57.2K ﹤0.01% 569
2025
Q3 		$280K Buy
+10,290
New +$275K ﹤0.01% 581
2020
Q2 		– Sell
-5,837
Closed -$106K – 780
2020
Q1 		$106K Hold
5,837
– – ﹤0.01% 639
2019
Q4 		$189K Sell
5,837
-66
-1% -$2.08K ﹤0.01% 649
2019
Q3 		$179K Hold
5,903
– – ﹤0.01% 643
2019
Q2 		$173K Sell
5,903
-967
-14% -$26.9K ﹤0.01% 646
2019
Q1 		$187K Hold
6,870
– – ﹤0.01% 639
2018
Q4 		$177K Hold
6,870
– – ﹤0.01% 633
2018
Q3 		$216K Buy
6,870
+500
+8% +$16.2K ﹤0.01% 657
2018
Q2 		$210K Buy
6,370
+2,040
+47% +$65.4K ﹤0.01% 668
2018
Q1 		$129K Sell
4,330
-257
-6% -$8.07K ﹤0.01% 714
2017
Q4 		$143K Sell
4,587
-90
-2% -$2.83K ﹤0.01% 725
2017
Q3 		$135K Sell
4,677
-55
-1% -$1.55K ﹤0.01% 721
2017
Q2 		$142K Buy
4,732
+702
+17% +$22.2K ﹤0.01% 728
2017
Q1 		$133K Hold
4,030
– – ﹤0.01% 745
2016
Q4 		$138K Sell
4,030
-30
-0.7% -$892 ﹤0.01% 751
2016
Q3 		$111K Hold
4,060
– – ﹤0.01% 752
2016
Q2 		$106K Hold
4,060
– – ﹤0.01% 765
2016
Q1 		$119K Sell
4,060
-600
-13% -$16.4K ﹤0.01% 755
2015
Q4 		$131K Buy
4,660
+200
+4% +$5.33K ﹤0.01% 739
2015
Q3 		$111K Buy
4,460
+200
+5% +$4.91K ﹤0.01% 777
2015
Q2 		$106K Hold
4,260
– – ﹤0.01% 796
2015
Q1 		$98K Hold
4,260
– – ﹤0.01% 817
2014
Q4 		$108K Hold
4,260
– – ﹤0.01% 817
2014
Q3 		$96K Sell
4,260
-40
-0.9% -$921 ﹤0.01% 786
2014
Q2 		$101K Buy
+4,300
New +$101K ﹤0.01% 793
2013
Q3 		– Sell
-11,200
Closed -$207K – 1005
2013
Q2 		$207K Buy
+11,200
New +$217K ﹤0.01% 759

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Brandywine Global Investment Management's FISI Position: Q4 2025 in Review

Brandywine Global Investment Management increased its Financial Institutions (FISI) stake by 19% in Q4 2025, buying an estimated $57.2K and bringing the position to 12,230 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Brandywine Global Investment Management first reported a position in FISI in Q2 2013 and has held it in 27 quarters since. 150 funds tracked by Wall St. Rank hold FISI as of Q4 2025.

  • Brandywine Global Investment Management held 12,230 shares of Financial Institutions worth $381K as of Q4 2025.
  • Brandywine Global Investment Management bought 1,940 Financial Institutions shares in Q4 2025, an estimated $57.2K.
  • Financial Institutions made up ﹤0.01% of Brandywine Global Investment Management's portfolio in Q4 2025, its #569 holding.
  • Brandywine Global Investment Management first reported a position in Financial Institutions in Q2 2013 and has held it in 27 quarters since.
  • 150 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.