EMC Capital Management’s Financial Institutions FISI Stock Holding History

EMC Capital Management’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 Q4	$79K	Sell	2,542 -449	-15%	-$13.2K	0.04%	201
2025 Q3	$81K	Hold	2,991	–	–	0.04%	224
2025 Q2	$77K	Sell	2,991 -4,089	-58%	-$102K	0.04%	216
2025 Q1	$177K	Hold	7,080	–	–	0.11%	166
2024 Q4	$193K	Sell	7,080 -1,629	-19%	-$42.9K	0.11%	166
2024 Q3	$127K	Buy	8,709 +1,629	+23%	+$38.9K	0.08%	207
2024 Q2	$137K	Hold	7,080	–	–	0.08%	209
2024 Q1	$133K	Buy	7,080 +508	+8%	+$10K	0.08%	216
2023 Q4	$140K	Hold	6,572	–	–	0.09%	188
2023 Q3	$111K	Buy	6,572 +1,028	+19%	+$18.1K	0.08%	204
2023 Q2	$150K	Sell	5,544 -1,028	-16%	-$17.4K	0.12%	171
2023 Q1	$127K	Hold	6,572	–	–	0.11%	191
2022 Q4	$160K	Hold	6,572	–	–	0.14%	171
2022 Q3	$158K	Hold	6,572	–	–	0.15%	144
2022 Q2	$171K	Sell	6,572 -1,207	-16%	-$33.6K	0.15%	149
2022 Q1	$217K	Buy	+7,779	New	+$250K	0.16%	104

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

ACM

Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EMC Capital Management's FISI Position: Q4 2025 in Review

EMC Capital Management reduced its Financial Institutions (FISI) stake by 15% in Q4 2025, selling an estimated $13.2K and leaving 2,542 shares worth $79K. The position accounts for 0.04% of the portfolio, ranked #201.

EMC Capital Management first reported a position in FISI in Q1 2022 and has held it in 16 quarters since. The position peaked at $217K in Q1 2022. 150 funds tracked by Wall St. Rank hold FISI as of Q4 2025.

EMC Capital Management held 2,542 shares of Financial Institutions worth $79K as of Q4 2025.
EMC Capital Management sold 449 Financial Institutions shares in Q4 2025, an estimated $13.2K.
Financial Institutions made up 0.04% of EMC Capital Management's portfolio in Q4 2025, its #201 holding.
EMC Capital Management first reported a position in Financial Institutions in Q1 2022 and has held it in 16 quarters since.
EMC Capital Management's Financial Institutions position peaked at $217K in Q1 2022.
150 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2025.

Based on EMC Capital Management's 13F filing for Q4 2025, filed 9 Mar 2026.