Connor, Clark & Lunn Investment Management (CC&L)
FISI icon

Connor, Clark & Lunn Investment Management (CC&L)’s Financial Institutions FISI Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$1.62M Buy
41,541
+1,489
+4% +$52.9K ﹤0.01% 1061
2026
Q1 		$1.27M Buy
40,052
+30,616
+324% +$985K ﹤0.01% 1100
2025
Q4 		$294K Buy
+9,436
New +$278K ﹤0.01% 1393
2025
Q2 		– Sell
-36,316
Closed -$906K – 1554
2025
Q1 		$906K Sell
36,316
-75,813
-68% -$2.05M ﹤0.01% 985
2024
Q4 		$3.06M Buy
112,129
+14,570
+15% +$383K 0.01% 611
2024
Q3 		$2.48M Buy
97,559
+23,885
+32% +$570K 0.01% 618
2024
Q2 		$1.42M Buy
73,674
+7,453
+11% +$132K 0.01% 767
2024
Q1 		$1.25M Buy
66,221
+6,781
+11% +$134K 0.01% 815
2023
Q4 		$1.27M Buy
59,440
+10,204
+21% +$182K 0.01% 789
2023
Q3 		$829K Buy
49,236
+25,889
+111% +$455K ﹤0.01% 876
2023
Q2 		$367K Buy
+23,347
New +$395K ﹤0.01% 1059
2023
Q1 		– Sell
-19,834
Closed -$483K – 1319
2022
Q4 		$483K Sell
19,834
-3,850
-16% -$94.7K ﹤0.01% 868
2022
Q3 		$570K Buy
23,684
+5,732
+32% +$149K ﹤0.01% 788
2022
Q2 		$467K Sell
17,952
-2,034
-10% -$56.5K ﹤0.01% 798
2022
Q1 		$602K Buy
19,986
+11,317
+131% +$363K ﹤0.01% 750
2021
Q4 		$276K Buy
+8,669
New +$277K ﹤0.01% 907
2021
Q3 		– Sell
-7,173
Closed -$215K – 1108
2021
Q2 		$215K Buy
+7,173
New +$224K ﹤0.01% 905
2017
Q3 		– Sell
-10,925
Closed -$326K – 842
2017
Q2 		$326K Sell
10,925
-1,600
-13% -$50.7K ﹤0.01% 671
2017
Q1 		$413K Buy
12,525
+2,500
+25% +$83.4K ﹤0.01% 667
2016
Q4 		$343K Buy
+10,025
New +$298K ﹤0.01% 687

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

Connor, Clark & Lunn Investment Management (CC&L)'s FISI Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Financial Institutions (FISI) stake by 3.7% in Q2 2026, buying an estimated $52.9K and bringing the position to 41,541 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in FISI in Q4 2016 and has held it in 20 quarters since. The position peaked at $3.06M in Q4 2024. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 41,541 shares of Financial Institutions worth $1.62M as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) bought 1,489 Financial Institutions shares in Q2 2026, an estimated $52.9K.
  • Financial Institutions made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1061 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Financial Institutions in Q4 2016 and has held it in 20 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Financial Institutions position peaked at $3.06M in Q4 2024.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.