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Empowered Funds’s Financial Institutions FISI Stock Holding History

Empowered Funds’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 		$4.25M Buy
109,154
+7,814
+8% +$278K 0.02% 777
2026
Q1 		$3.21M Buy
+101,340
New +$3.26M 0.02% 846
2025
Q4 		– Sell
-84,513
Closed -$2.3M – 1301
2025
Q3 		$2.3M Buy
84,513
+9,621
+13% +$257K 0.02% 840
2025
Q2 		$1.92M Buy
74,892
+51
+0.1% +$1.27K 0.02% 840
2025
Q1 		$1.87M Buy
74,841
+4,979
+7% +$134K 0.03% 776
2024
Q4 		$1.91M Buy
69,862
+3,412
+5% +$89.8K 0.03% 752
2024
Q3 		$1.69M Buy
66,450
+3,350
+5% +$80K 0.03% 728
2024
Q2 		$1.22M Buy
63,100
+4,500
+8% +$79.8K 0.02% 793
2024
Q1 		$1.1M Buy
58,600
+4,375
+8% +$86.5K 0.02% 830
2023
Q4 		$1.15M Buy
54,225
+4,800
+10% +$85.6K 0.03% 708
2023
Q3 		$832K Buy
49,425
+3,950
+9% +$69.5K 0.02% 729
2023
Q2 		$716K Buy
+45,475
New +$770K 0.03% 714

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

Empowered Funds's FISI Position: Q2 2026 in Review

Empowered Funds increased its Financial Institutions (FISI) stake by 7.7% in Q2 2026, buying an estimated $278K and bringing the position to 109,154 shares worth $4.25M. The position accounts for 0.02% of the portfolio, ranked #777.

Empowered Funds first reported a position in FISI in Q2 2023 and has held it in 12 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Empowered Funds held 109,154 shares of Financial Institutions worth $4.25M as of Q2 2026.
  • Empowered Funds bought 7,814 Financial Institutions shares in Q2 2026, an estimated $278K.
  • Financial Institutions made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #777 holding.
  • Empowered Funds first reported a position in Financial Institutions in Q2 2023 and has held it in 12 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.