C
FISI icon

Covestor’s Financial Institutions FISI Stock Holding History

Covestor’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 		$0 Buy
7
+5
+250% +$178 ﹤0.01% 2595
2026
Q1 		$0 Buy
2
+1
+100% +$32 ﹤0.01% 2425
2025
Q4 		$0 Hold
1
– – ﹤0.01% 2409
2025
Q3 		$0 Buy
+1
New +$27 ﹤0.01% 2438
2025
Q2 		– Sell
-39
Closed -$1K – 2382
2025
Q1 		$1K Sell
39
-25
-39% -$675 ﹤0.01% 1973
2024
Q4 		$2K Sell
64
-15
-19% -$395 ﹤0.01% 1872
2024
Q3 		$2K Sell
79
-9
-10% -$215 ﹤0.01% 1816
2024
Q2 		$2K Buy
88
+27
+44% +$479 ﹤0.01% 1849
2024
Q1 		$1K Sell
61
-49
-45% -$969 ﹤0.01% 1971
2023
Q4 		$2K Sell
110
-27
-20% -$482 ﹤0.01% 1847
2023
Q3 		$2K Sell
137
-3
-2% -$53 ﹤0.01% 1812
2023
Q2 		$2K Sell
140
-114
-45% -$1.93K ﹤0.01% 1822
2023
Q1 		$5K Buy
254
+66
+35% +$1.55K ﹤0.01% 1557
2022
Q4 		$5K Sell
188
-20
-10% -$492 ﹤0.01% 1564
2022
Q3 		$5K Buy
208
+6
+3% +$156 ﹤0.01% 1486
2022
Q2 		$5K Buy
202
+24
+13% +$667 ﹤0.01% 1401
2022
Q1 		$5K Buy
178
+21
+13% +$674 ﹤0.01% 1483
2021
Q4 		$5K Buy
+157
New +$5.02K 0.01% 1301

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

Covestor's FISI Position: Q2 2026 in Review

Covestor increased its Financial Institutions (FISI) stake by 250% in Q2 2026, buying an estimated $178 and bringing the position to 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

Covestor first reported a position in FISI in Q4 2021 and has held it in 18 quarters since. The position peaked at $5K in Q1 2023. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Covestor held 7 shares of Financial Institutions worth $0 as of Q2 2026.
  • Covestor bought 5 Financial Institutions shares in Q2 2026, an estimated $178.
  • Financial Institutions made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2595 holding.
  • Covestor first reported a position in Financial Institutions in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Financial Institutions position peaked at $5K in Q1 2023.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.