Campbell & Co Investment Adviser’s Financial Institutions FISI Stock Holding History

Campbell & Co Investment Adviser’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	$707K	Buy	22,284 +11,102	+99%	+$357K	0.04%	627
2025 Q4	$349K	Sell	11,182 -1,328	-11%	-$39.1K	0.02%	937
2025 Q3	$340K	Buy	+12,510	New	+$334K	0.03%	863
2024 Q4	–	Sell	-12,652	Closed	-$322K	–	1147
2024 Q3	$322K	Sell	12,652 -7,073	-36%	-$169K	0.02%	876
2024 Q2	$381K	Sell	19,725 -1,339	-6%	-$23.7K	0.03%	749
2024 Q1	$396K	Buy	+21,064	New	+$417K	0.03%	805
2023 Q3	–	Sell	-17,635	Closed	-$278K	–	1023
2023 Q2	$278K	Buy	+17,635	New	+$298K	0.05%	699
2023 Q1	–	Sell	-14,143	Closed	-$345K	–	885
2022 Q4	$345K	Buy	14,143 +2,274	+19%	+$55.9K	0.08%	489
2022 Q3	$286K	Buy	+11,869	New	+$308K	0.07%	498
2021 Q4	–	Sell	-6,600	Closed	-$202K	–	670
2021 Q3	$202K	Buy	+6,600	New	+$200K	0.07%	518

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

ACM

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Campbell & Co Investment Adviser's FISI Position: Q1 2026 in Review

Campbell & Co Investment Adviser increased its Financial Institutions (FISI) stake by 99% in Q1 2026, buying an estimated $357K and bringing the position to 22,284 shares worth $707K. The position accounts for 0.04% of the portfolio, ranked #627.

Campbell & Co Investment Adviser first reported a position in FISI in Q3 2021 and has held it in 10 quarters since. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

Campbell & Co Investment Adviser held 22,284 shares of Financial Institutions worth $707K as of Q1 2026.
Campbell & Co Investment Adviser bought 11,102 Financial Institutions shares in Q1 2026, an estimated $357K.
Financial Institutions made up 0.04% of Campbell & Co Investment Adviser's portfolio in Q1 2026, its #627 holding.
Campbell & Co Investment Adviser first reported a position in Financial Institutions in Q3 2021 and has held it in 10 quarters since.
151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.