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ESL Trust Services’s Financial Institutions FISI Stock Holding History

ESL Trust Services’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 		– Sell
-150
Closed -$4.08K – 279
2025
Q3 		$4.08K Buy
+150
New +$4K ﹤0.01% 235

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ESL Trust Services's FISI Position: Q4 2025 in Review

ESL Trust Services sold out of Financial Institutions (FISI) in Q4 2025, closing a stake of 150 shares — an estimated $4.08K sold.

ESL Trust Services first reported a position in FISI in Q3 2025 and held it in 1 quarter. The position peaked at $4.08K in Q3 2025. 150 funds tracked by Wall St. Rank hold FISI as of Q4 2025.

  • ESL Trust Services reported no remaining Financial Institutions position as of Q4 2025 after selling out during the quarter.
  • ESL Trust Services sold 150 Financial Institutions shares in Q4 2025, an estimated $4.08K.
  • ESL Trust Services first reported a position in Financial Institutions in Q3 2025 and held it in 1 quarter.
  • ESL Trust Services's Financial Institutions position peaked at $4.08K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2025.

Based on ESL Trust Services's 13F filing for Q4 2025, filed 10 Feb 2026.