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Clearstead Advisors’s Financial Institutions FISI Stock Holding History

Clearstead 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
2026
Q2 		$975 Buy
+25
New +$888 ﹤0.01% 2699
2026
Q1 		– Sell
-2
Closed -$63 – 2462
2025
Q4 		$63 Hold
2
– – ﹤0.01% 2582
2025
Q3 		$55 Buy
+2
New +$53 ﹤0.01% 2971

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clearstead Advisors's FISI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Financial Institutions (FISI) in Q2 2026: 25 shares worth $975. The stake represents ﹤0.01% of the portfolio and ranks #2699 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FISI as recently as Q4 2025.

Clearstead Advisors first reported a position in FISI in Q3 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Clearstead Advisors held 25 shares of Financial Institutions worth $975 as of Q2 2026.
  • Financial Institutions was a new Clearstead Advisors position in Q2 2026.
  • Financial Institutions made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2699 holding.
  • Clearstead Advisors first reported a position in Financial Institutions in Q3 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.