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FIA
FNY Investment Advisers’s
Financial Institutions
FISI
Stock Holding History
FNY Investment Advisers’s Portfolio
FISI Stock Details
FISI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-100
Closed
-$3K
–
911
2025
Q4
$3K
Buy
+100
New
+$2.95K
﹤0.01%
776
2025
Q1
–
Sell
-100
Closed
-$2K
–
825
2024
Q4
$2K
Buy
+100
New
+$2.63K
﹤0.01%
581
2024
Q1
–
Sell
-100
Closed
-$2K
–
742
2023
Q4
$2K
Hold
100
–
–
﹤0.01%
395
2023
Q3
$1K
Hold
100
–
–
﹤0.01%
557
2023
Q2
$1K
Hold
100
–
–
﹤0.01%
474
2023
Q1
$1K
Hold
100
–
–
﹤0.01%
507
2022
Q4
$2K
Hold
100
–
–
﹤0.01%
413
2022
Q3
$2K
Buy
+100
New
+$2.6K
﹤0.01%
537
2020
Q1
–
Sell
-91
Closed
-$2K
–
576
2019
Q4
$2K
Buy
+91
New
+$2.87K
﹤0.01%
736
2019
Q1
–
Sell
-45
Closed
-$1K
–
786
2018
Q4
$1K
Buy
+45
New
+$1.28K
﹤0.01%
613
2018
Q3
–
Sell
-45
Closed
-$1K
–
1042
2018
Q2
$1K
Buy
+45
New
+$1.44K
﹤0.01%
913
Other funds holding FISI
PCA
PL Capital Advisors
Naples, Florida
$332M AUM
17.89%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Adage Capital Partners
Boston, Massachusetts
$64.8B AUM
42.7%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
ACM
Ategra Capital Management
Vienna, Virginia
$180M AUM
23.33%
1-Year Est. Return
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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