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Dynamic Technology Lab’s Financial Institutions FISI Stock Holding History

Dynamic Technology Lab’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
Q3 		– Sell
-31,811
Closed -$817K – 957
2025
Q2 		$817K Buy
31,811
+15,768
+98% +$393K 0.11% 321
2025
Q1 		$400K Buy
+16,043
New +$433K 0.06% 580
2018
Q2 		– Sell
-14,261
Closed -$422K – 1096
2018
Q1 		$422K Buy
+14,261
New +$448K 0.06% 555
2017
Q4 		– Sell
-12,764
Closed -$368K – 1099
2017
Q3 		$368K Buy
12,764
+5,506
+76% +$156K 0.06% 595
2017
Q2 		$216K Buy
+7,258
New +$230K 0.04% 848
2017
Q1 		– Sell
-11,522
Closed -$394K – 1050
2016
Q4 		$394K Buy
+11,522
New +$343K 0.11% 377

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Dynamic Technology Lab's FISI Position: Q3 2025 in Review

Dynamic Technology Lab sold out of Financial Institutions (FISI) in Q3 2025, closing a stake of 31,811 shares — an estimated $817K sold.

Dynamic Technology Lab first reported a position in FISI in Q4 2016 and held it in 6 quarters. The position peaked at $817K in Q2 2025. 142 funds tracked by Wall St. Rank hold FISI as of Q3 2025.

  • Dynamic Technology Lab reported no remaining Financial Institutions position as of Q3 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 31,811 Financial Institutions shares in Q3 2025, an estimated $817K.
  • Dynamic Technology Lab first reported a position in Financial Institutions in Q4 2016 and held it in 6 quarters.
  • Dynamic Technology Lab's Financial Institutions position peaked at $817K in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2025.

Based on Dynamic Technology Lab's 13F filing for Q3 2025, filed 13 Nov 2025.