Fidelity Investments’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.3M | Buy |
72,558
+11,790
| +19% | +$379K | ﹤0.01% | 2593 |
|
|
2025
Q4 | $1.89M | Buy |
60,768
+14,135
| +30% | +$416K | ﹤0.01% | 2638 |
|
|
2025
Q3 | $1.27M | Buy |
46,633
+5,960
| +15% | +$159K | ﹤0.01% | 2709 |
|
|
2025
Q2 | $1.04M | Buy |
40,673
+1,657
| +4% | +$41.4K | ﹤0.01% | 2707 |
|
|
2025
Q1 | $974K | Buy |
39,016
+1,435
| +4% | +$38.7K | ﹤0.01% | 2685 |
|
|
2024
Q4 | $1.03M | Sell |
37,581
-787
| -2% | -$20.7K | ﹤0.01% | 2661 |
|
|
2024
Q3 | $977K | Buy |
38,368
+6,025
| +19% | +$144K | ﹤0.01% | 2606 |
|
|
2024
Q2 | $625K | Buy |
32,343
+2,630
| +9% | +$46.6K | ﹤0.01% | 2655 |
|
|
2024
Q1 | $559K | Buy |
29,713
+1,125
| +4% | +$22.3K | ﹤0.01% | 2682 |
|
|
2023
Q4 | $609K | Sell |
28,588
-3,535
| -11% | -$63K | ﹤0.01% | 2619 |
|
|
2023
Q3 | $541K | Buy |
32,123
+2,336
| +8% | +$41.1K | ﹤0.01% | 2609 |
|
|
2023
Q2 | $469K | Sell |
29,787
-712,716
| -96% | -$12.1M | ﹤0.01% | 2678 |
|
|
2023
Q1 | $14.3M | Buy |
742,503
+1,427
| +0.2% | +$33.4K | ﹤0.01% | 1746 |
|
|
2022
Q4 | $18.1M | Buy |
741,076
+8,556
| +1% | +$210K | ﹤0.01% | 1652 |
|
|
2022
Q3 | $17.6M | Buy |
732,520
+228
| +0% | +$5.92K | ﹤0.01% | 1652 |
|
|
2022
Q2 | $19.1M | Buy |
732,292
+14,119
| +2% | +$393K | ﹤0.01% | 1670 |
|
|
2022
Q1 | $21.6M | Sell |
718,173
-55,243
| -7% | -$1.77M | ﹤0.01% | 1750 |
|
|
2021
Q4 | $24.6M | Sell |
773,416
-111,295
| -13% | -$3.56M | ﹤0.01% | 1733 |
|
|
2021
Q3 | $27.1M | Buy |
884,711
+146,695
| +20% | +$4.44M | ﹤0.01% | 1687 |
|
|
2021
Q2 | $22.1M | Buy |
738,016
+337,092
| +84% | +$10.5M | ﹤0.01% | 1813 |
|
|
2021
Q1 | $12.1M | Buy |
400,924
+400,855
| +580,949% | +$10.8M | ﹤0.01% | 1966 |
|
|
2020
Q4 | $2K | Hold |
69
| – | – | ﹤0.01% | 3583 |
|
|
2020
Q3 | $1K | Hold |
69
| – | – | ﹤0.01% | 3555 |
|
|
2020
Q2 | $1K | Hold |
69
| – | – | ﹤0.01% | 3459 |
|
|
2020
Q1 | $1K | Hold |
69
| – | – | ﹤0.01% | 3486 |
|
|
2019
Q4 | $2K | Hold |
69
| – | – | ﹤0.01% | 3550 |
|
|
2019
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 3549 |
|
|
2019
Q2 | $2K | Hold |
69
| – | – | ﹤0.01% | 3519 |
|
|
2019
Q1 | $2K | Sell |
69
-298
| -81% | -$8.39K | ﹤0.01% | 3408 |
|
|
2018
Q4 | $10K | Sell |
367
-58
| -14% | -$1.65K | ﹤0.01% | 3051 |
|
|
2018
Q3 | $13K | Buy |
+425
| New | +$13.7K | ﹤0.01% | 3079 |
|
|
2018
Q1 | – | Sell |
-153,500
| Closed | -$4.77M | – | 2687 |
|
|
2017
Q4 | $4.77M | Sell |
153,500
-212,900
| -58% | -$6.69M | ﹤0.01% | 2178 |
|
|
2017
Q3 | $10.6M | Buy |
366,400
+1,200
| +0.3% | +$33.9K | ﹤0.01% | 1926 |
|
|
2017
Q2 | $10.9M | Sell |
365,200
-300
| -0.1% | -$9.5K | ﹤0.01% | 1918 |
|
|
2017
Q1 | $12M | Buy |
365,500
+2,000
| +0.6% | +$66.7K | ﹤0.01% | 1895 |
|
|
2016
Q4 | $12.4M | Sell |
363,500
-29,962
| -8% | -$891K | ﹤0.01% | 1886 |
|
|
2016
Q3 | $10.7M | Buy |
393,462
+38,362
| +11% | +$1.03M | ﹤0.01% | 1961 |
|
|
2016
Q2 | $9.26M | Sell |
355,100
-1,236
| -0.3% | -$34.1K | ﹤0.01% | 2003 |
|
|
2016
Q1 | $10.4M | Buy |
+356,336
| New | +$9.72M | ﹤0.01% | 1947 |
|
Other funds holding FISI
PCA
VCM
ACM
