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Brooklyn Investment Group’s Financial Institutions FISI Stock Holding History

Brooklyn Investment 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
2026
Q1 		– Sell
-9,061
Closed -$286K – 1911
2025
Q4 		$286K Buy
+9,061
New +$267K 0.01% 1080

Other funds holding FISI

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BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Brooklyn Investment Group's FISI Position: Q1 2026 in Review

Brooklyn Investment Group sold out of Financial Institutions (FISI) in Q1 2026, closing a stake of 9,061 shares — an estimated $286K sold.

Brooklyn Investment Group first reported a position in FISI in Q4 2025 and held it in 1 quarter. The position peaked at $286K in Q4 2025. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • Brooklyn Investment Group reported no remaining Financial Institutions position as of Q1 2026 after selling out during the quarter.
  • Brooklyn Investment Group sold 9,061 Financial Institutions shares in Q1 2026, an estimated $286K.
  • Brooklyn Investment Group first reported a position in Financial Institutions in Q4 2025 and held it in 1 quarter.
  • Brooklyn Investment Group's Financial Institutions position peaked at $286K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.