EGM
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Engineers Gate Manager’s Financial Institutions FISI Stock Holding History

Engineers Gate Manager’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 		$305K Buy
+7,836
New +$278K ﹤0.01% 1774
2025
Q4 		– Sell
-19,148
Closed -$521K – 2238
2025
Q3 		$521K Buy
19,148
+10,329
+117% +$276K 0.01% 1504
2025
Q2 		$226K Sell
8,819
-2,875
-25% -$71.7K ﹤0.01% 1854
2025
Q1 		$292K Buy
+11,694
New +$316K ﹤0.01% 1723
2024
Q1 		– Sell
-12,336
Closed -$263K – 2033
2023
Q4 		$263K Buy
12,336
+266
+2% +$4.74K 0.01% 1524
2023
Q3 		$203K Sell
12,070
-3,021
-20% -$53.1K 0.01% 1493
2023
Q2 		$238K Buy
15,091
+4,488
+42% +$76K 0.01% 1404
2023
Q1 		$204K Buy
10,603
+2,356
+29% +$55.2K 0.01% 1418
2022
Q4 		$201K Buy
+8,247
New +$203K 0.01% 1377
2022
Q2 		– Sell
-13,977
Closed -$421K – 2009
2022
Q1 		$421K Buy
13,977
+5,375
+62% +$173K 0.02% 1162
2021
Q4 		$274K Buy
8,602
+1,921
+29% +$61.4K 0.01% 1457
2021
Q3 		$205K Sell
6,681
-1,794
-21% -$54.3K 0.01% 1426
2021
Q2 		$254K Buy
8,475
+319
+4% +$9.96K 0.02% 1255
2021
Q1 		$247K Sell
8,156
-4,990
-38% -$135K 0.01% 1455
2020
Q4 		$296K Sell
13,146
-2,642
-17% -$51.2K 0.01% 1301
2020
Q3 		$243K Buy
15,788
+4,672
+42% +$76.7K 0.01% 1351
2020
Q2 		$207K Buy
+11,116
New +$194K 0.01% 1429
2020
Q1 		– Sell
-8,658
Closed -$278K – 1685
2019
Q4 		$278K Buy
+8,658
New +$273K 0.01% 1291
2018
Q4 		– Sell
-7,245
Closed -$227K – 951
2018
Q3 		$227K Buy
+7,245
New +$234K 0.02% 706

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

Engineers Gate Manager's FISI Position: Q2 2026 in Review

Engineers Gate Manager opened a new position in Financial Institutions (FISI) in Q2 2026: 7,836 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #1774 among its holdings. This is a return to the name: Engineers Gate Manager previously reported a position in FISI as recently as Q3 2025.

Engineers Gate Manager first reported a position in FISI in Q3 2018 and has held it in 19 quarters since. The position peaked at $521K in Q3 2025. 160 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Engineers Gate Manager held 7,836 shares of Financial Institutions worth $305K as of Q2 2026.
  • Financial Institutions was a new Engineers Gate Manager position in Q2 2026.
  • Financial Institutions made up ﹤0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1774 holding.
  • Engineers Gate Manager first reported a position in Financial Institutions in Q3 2018 and has held it in 19 quarters since.
  • Engineers Gate Manager's Financial Institutions position peaked at $521K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.