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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
Q2 		$1.28M Buy
32,892
+10,608
+48% +$377K 0.07% 465
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 $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 $3.38T AUM 44.17% 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

Campbell & Co Investment Adviser's FISI Position: Q2 2026 in Review

Campbell & Co Investment Adviser increased its Financial Institutions (FISI) stake by 48% in Q2 2026, buying an estimated $377K and bringing the position to 32,892 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #465.

Campbell & Co Investment Adviser first reported a position in FISI in Q3 2021 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Campbell & Co Investment Adviser held 32,892 shares of Financial Institutions worth $1.28M as of Q2 2026.
  • Campbell & Co Investment Adviser bought 10,608 Financial Institutions shares in Q2 2026, an estimated $377K.
  • Financial Institutions made up 0.07% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #465 holding.
  • Campbell & Co Investment Adviser first reported a position in Financial Institutions in Q3 2021 and has held it in 11 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.