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Essential Partners’s Financial Institutions FISI Stock Holding History

Essential Partners’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 		$4.6K Buy
118
+47
+66% +$1.67K ﹤0.01% 1581
2026
Q1 		$2.25K Buy
71
+1
+1% +$32 ﹤0.01% 1962
2025
Q4 		$2.18K Buy
70
+7
+11% +$206 ﹤0.01% 1770
2025
Q3 		$1.71K Buy
63
+22
+54% +$587 ﹤0.01% 1841
2025
Q2 		$1.05K Buy
+41
New +$1.02K ﹤0.01% 1496

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 $3.38T AUM 44.17% 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

Essential Partners's FISI Position: Q2 2026 in Review

Essential Partners increased its Financial Institutions (FISI) stake by 66% in Q2 2026, buying an estimated $1.67K and bringing the position to 118 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Essential Partners first reported a position in FISI in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Essential Partners held 118 shares of Financial Institutions worth $4.6K as of Q2 2026.
  • Essential Partners bought 47 Financial Institutions shares in Q2 2026, an estimated $1.67K.
  • Financial Institutions made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1581 holding.
  • Essential Partners first reported a position in Financial Institutions in Q2 2025 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.