GI
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GAMMA Investing’s Financial Institutions FISI Stock Holding History

GAMMA Investing’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
Q3 		$25.4K Buy
651
+105
+19% +$4.25K ﹤0.01% 2792
2026
Q2 		$21.3K Hold
546
– – ﹤0.01% 2807
2026
Q1 		$17.3K Buy
546
+45
+9% +$1.45K ﹤0.01% 2792
2025
Q4 		$15.6K Buy
501
+33
+7% +$972 ﹤0.01% 2743
2025
Q3 		$12.7K Buy
468
+11
+2% +$293 ﹤0.01% 2756
2025
Q2 		$11.7K Sell
457
-146
-24% -$3.64K ﹤0.01% 2729
2025
Q1 		$15.1K Buy
603
+359
+147% +$9.69K ﹤0.01% 2544
2024
Q4 		$6.66K Buy
244
+38
+18% +$1K ﹤0.01% 2789
2024
Q3 		$5.25K Buy
206
+71
+53% +$1.7K ﹤0.01% 2725
2024
Q2 		$2.61K Buy
135
+60
+80% +$1.06K ﹤0.01% 2804
2024
Q1 		$1.41K Sell
75
-12
-14% -$237 ﹤0.01% 2859
2023
Q4 		$1.82K Buy
+87
New +$1.55K ﹤0.01% 2604

Other funds holding FISI

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing's FISI Position: Q3 2026 in Review

GAMMA Investing increased its Financial Institutions (FISI) stake by 19% in Q3 2026, buying an estimated $4.25K and bringing the position to 651 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

GAMMA Investing first reported a position in FISI in Q4 2023 and has held it in 12 quarters since. 6 funds tracked by Wall St. Rank hold FISI as of Q3 2026.

  • GAMMA Investing held 651 shares of Financial Institutions worth $25.4K as of Q3 2026.
  • GAMMA Investing bought 105 Financial Institutions shares in Q3 2026, an estimated $4.25K.
  • Financial Institutions made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2792 holding.
  • GAMMA Investing first reported a position in Financial Institutions in Q4 2023 and has held it in 12 quarters since.
  • 6 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.