FNY Investment Advisers’s Financial Institutions FISI Stock Holding History

FNY Investment Advisers’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 Q1	–	Sell	-100	Closed	-$3K	–	887
2025 Q4	$3K	Buy	+100	New	+$2.95K	﹤0.01%	776
2025 Q1	–	Sell	-100	Closed	-$2K	–	801
2024 Q4	$2K	Buy	+100	New	+$2.63K	﹤0.01%	581
2024 Q1	–	Sell	-100	Closed	-$2K	–	722
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	–	567
2019 Q4	$2K	Buy	+91	New	+$2.87K	﹤0.01%	736
2019 Q1	–	Sell	-45	Closed	-$1K	–	769
2018 Q4	$1K	Buy	+45	New	+$1.28K	﹤0.01%	613
2018 Q3	–	Sell	-45	Closed	-$1K	–	1017
2018 Q2	$1K	Buy	+45	New	+$1.44K	﹤0.01%	913

Other funds holding FISI

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

FNY Investment Advisers's FISI Position: Q1 2026 in Review

FNY Investment Advisers sold out of Financial Institutions (FISI) in Q1 2026, closing a stake of 100 shares — an estimated $3K sold.

FNY Investment Advisers first reported a position in FISI in Q2 2018 and held it in 11 quarters. The position peaked at $3K in Q4 2025. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

FNY Investment Advisers reported no remaining Financial Institutions position as of Q1 2026 after selling out during the quarter.
FNY Investment Advisers sold 100 Financial Institutions shares in Q1 2026, an estimated $3K.
FNY Investment Advisers first reported a position in Financial Institutions in Q2 2018 and held it in 11 quarters.
FNY Investment Advisers's Financial Institutions position peaked at $3K in Q4 2025.
151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

Based on FNY Investment Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.