CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Financial Institutions FISI Stock Holding History

CAPTRUST Financial Advisors’s Portfolio FISI Stock Details FISI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
2025
Q4 		$420K Buy
2022
Q3 		– Sell
2022
Q2 		$28K Buy
2022
Q1 		$16K Buy
2021
Q4 		$14K Buy
2021
Q3 		$13K Hold
2021
Q2 		$12K Sell
2021
Q1 		$13K Buy
2020
Q4 		$1K Hold
2020
Q3 		$0 Buy