Dmitry Balyasny’s Financial Institutions FISI Stock Holding History

Dmitry Balyasny’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	–	Sell	-9,124	Closed	-$289K	–	3162
2026 Q1	$289K	Buy	+9,124	New	+$294K	﹤0.01%	2572
2018 Q3	–	Sell	-8,581	Closed	-$282K	–	1783
2018 Q2	$282K	Buy	8,581 +600	+8%	+$19.2K	﹤0.01%	1542
2018 Q1	$236K	Sell	7,981 -1,100	-12%	-$34.6K	﹤0.01%	1705
2017 Q4	$282K	Sell	9,081 -6,981	-43%	-$219K	﹤0.01%	1771
2017 Q3	$463K	Buy	+16,062	New	+$454K	﹤0.01%	1378

Other funds holding FISI

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

Dmitry Balyasny's FISI Position: Q2 2026 in Review

Dmitry Balyasny sold out of Financial Institutions (FISI) in Q2 2026, closing a stake of 9,124 shares — an estimated $289K sold.

Dmitry Balyasny first reported a position in FISI in Q3 2017 and held it in 5 quarters. The position peaked at $463K in Q3 2017. 158 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

Dmitry Balyasny reported no remaining Financial Institutions position as of Q2 2026 after selling out during the quarter.
Dmitry Balyasny sold 9,124 Financial Institutions shares in Q2 2026, an estimated $289K.
Dmitry Balyasny first reported a position in Financial Institutions in Q3 2017 and held it in 5 quarters.
Dmitry Balyasny's Financial Institutions position peaked at $463K in Q3 2017.
158 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.