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Cary Street Partners’s Financial Institutions FISI Stock Holding History

Cary Street Partners’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 		$290K Hold
7,450
– – 0.01% 813
2026
Q1 		$236K Hold
7,450
– – 0.01% 790
2025
Q4 		$232K Hold
7,450
– – 0.01% 796
2025
Q3 		$203K Buy
+7,450
New +$199K 0.01% 789

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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

Cary Street Partners's FISI Position: Q2 2026 in Review

Cary Street Partners held its Financial Institutions (FISI) position steady in Q2 2026 at 7,450 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #813.

Cary Street Partners first reported a position in FISI in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Cary Street Partners held 7,450 shares of Financial Institutions worth $290K as of Q2 2026.
  • Cary Street Partners left its Financial Institutions share count unchanged in Q2 2026.
  • Financial Institutions made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #813 holding.
  • Cary Street Partners first reported a position in Financial Institutions in Q3 2025 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.