FFA
FISI icon

Farther Finance Advisors’s Financial Institutions FISI Stock Holding History

Farther Finance Advisors’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 		$9.9K Buy
254
+7
+3% +$249 ﹤0.01% 4426
2026
Q1 		$7.93K Buy
247
+7
+3% +$225 ﹤0.01% 4253
2025
Q4 		$7.48K Buy
240
+156
+186% +$4.6K ﹤0.01% 4095
2025
Q3 		$2.29K Buy
84
+1
+1% +$27 ﹤0.01% 4087
2025
Q2 		$2.13K Hold
83
– – ﹤0.01% 3678
2025
Q1 		$2.06K Sell
83
-19
-19% -$513 ﹤0.01% 3379
2024
Q4 		$2.78K Hold
102
– – ﹤0.01% 2885
2024
Q3 		$2.6K Buy
102
+4
+4% +$96 ﹤0.01% 2899
2024
Q2 		$1.86K Buy
98
+80
+444% +$1.42K ﹤0.01% 2822
2024
Q1 		$329 Buy
18
+3
+20% +$59 ﹤0.01% 3141
2023
Q4 		$320 Buy
+15
New +$268 ﹤0.01% 3117

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

Farther Finance Advisors's FISI Position: Q2 2026 in Review

Farther Finance Advisors increased its Financial Institutions (FISI) stake by 2.8% in Q2 2026, buying an estimated $249 and bringing the position to 254 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4426.

Farther Finance Advisors first reported a position in FISI in Q4 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Farther Finance Advisors held 254 shares of Financial Institutions worth $9.9K as of Q2 2026.
  • Farther Finance Advisors bought 7 Financial Institutions shares in Q2 2026, an estimated $249.
  • Financial Institutions made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4426 holding.
  • Farther Finance Advisors first reported a position in Financial Institutions in Q4 2023 and has held it in 11 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.