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

Citadel Advisors’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
2025
Q1 		– Sell
-700
Closed -$19.1K – 14809
2024
Q4 		$19.1K Sell
700
-300
-30% -$7.89K ﹤0.01% 13210
2024
Q3 		$25.5K Sell
1,000
-1,700
-63% -$40.6K ﹤0.01% 12583
2024
Q2 		$52.2K Buy
2,700
+400
+17% +$7.09K ﹤0.01% 11710
2024
Q1 		$43.3K Buy
2,300
+1,500
+188% +$29.7K ﹤0.01% 12311
2023
Q4 		$17K Sell
800
-3,900
-83% -$69.6K ﹤0.01% 12762
2023
Q3 		$79.1K Buy
4,700
+4,500
+2,250% +$79.1K ﹤0.01% 11195
2023
Q2 		$3.15K Sell
200
-2,800
-93% -$47.4K ﹤0.01% 13714
2023
Q1 		$57.8K Buy
3,000
+2,600
+650% +$60.9K ﹤0.01% 11972
2022
Q4 		$9.74K Buy
+400
New +$9.84K ﹤0.01% 13666

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Citadel Advisors's FISI Position: Q1 2026 in Review

Citadel Advisors reduced its Financial Institutions (FISI) stake by 51% in Q1 2026, selling an estimated $380K and leaving 11,459 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #10030.

Citadel Advisors first reported a position in FISI in Q3 2016 and has held it in 36 quarters since. The position peaked at $2.73M in Q3 2017. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • Citadel Advisors held 11,459 shares of Financial Institutions worth $363K as of Q1 2026.
  • Citadel Advisors sold 11,815 Financial Institutions shares in Q1 2026, an estimated $380K.
  • Financial Institutions made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #10030 holding.
  • Citadel Advisors first reported a position in Financial Institutions in Q3 2016 and has held it in 36 quarters since.
  • Citadel Advisors's Financial Institutions position peaked at $2.73M in Q3 2017.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.