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Capital Advisors Ltd’s Financial Institutions FISI Stock Holding History

Capital Advisors Ltd’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 		$2K Hold
39
– – ﹤0.01% 1112
2026
Q1 		$1K Hold
39
– – ﹤0.01% 1207
2025
Q4 		$1K Hold
39
– – ﹤0.01% 1186
2025
Q3 		$1K Hold
39
– – ﹤0.01% 1187
2025
Q2 		$1K Hold
39
– – ﹤0.01% 1184
2025
Q1 		$1K Hold
39
– – ﹤0.01% 1172
2024
Q4 		$1K Hold
39
– – ﹤0.01% 1195
2024
Q3 		$1K Hold
39
– – ﹤0.01% 1193
2024
Q2 		$1K Hold
39
– – ﹤0.01% 1180
2024
Q1 		$1K Hold
39
– – ﹤0.01% 1176
2023
Q4 		$1K Hold
39
– – ﹤0.01% 1133
2023
Q3 		$1K Hold
39
– – ﹤0.01% 1124
2023
Q2 		$1K Buy
39
+31
+388% +$525 ﹤0.01% 1135
2023
Q1 		$0 Buy
+8
New +$187 ﹤0.01% 1313

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 $3.37T AUM 44.26% 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

Capital Advisors Ltd's FISI Position: Q2 2026 in Review

Capital Advisors Ltd held its Financial Institutions (FISI) position steady in Q2 2026 at 39 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Capital Advisors Ltd first reported a position in FISI in Q1 2023 and has held it in 14 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Capital Advisors Ltd held 39 shares of Financial Institutions worth $2K as of Q2 2026.
  • Capital Advisors Ltd left its Financial Institutions share count unchanged in Q2 2026.
  • Financial Institutions made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1112 holding.
  • Capital Advisors Ltd first reported a position in Financial Institutions in Q1 2023 and has held it in 14 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.