Gator Capital Management’s Financial Institutions FISI Stock Holding History

Gator Capital Management’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
2025 Q1	–	Sell	-10,000	Closed	-$273K	–	69
2024 Q4	$273K	Buy	+10,000	New	+$263K	0.1%	60
2024 Q2	–	Sell	-81,223	Closed	-$1.53M	–	65
2024 Q1	$1.53M	Sell	81,223 -27,500	-25%	-$544K	0.78%	31
2023 Q4	$2.32M	Hold	108,723	–	–	1.28%	27
2023 Q3	$1.83M	Buy	108,723 +21,680	+25%	+$381K	1.3%	25
2023 Q2	$1.37M	Hold	87,043	–	–	0.96%	29
2023 Q1	$1.68M	Hold	87,043	–	–	1.3%	27
2022 Q4	$2.12M	Hold	87,043	–	–	1.56%	24
2022 Q3	$2.1M	Hold	87,043	–	–	1.75%	23
2022 Q2	$2.27M	Hold	87,043	–	–	1.9%	20
2022 Q1	$2.62M	Buy	87,043 +14,500	+20%	+$466K	1.92%	19
2021 Q4	$2.31M	Buy	+72,543	New	+$2.32M	1.67%	21

Other funds holding FISI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gator Capital Management's FISI Position: Q1 2025 in Review

Gator Capital Management sold out of Financial Institutions (FISI) in Q1 2025, closing a stake of 10,000 shares — an estimated $273K sold.

Gator Capital Management first reported a position in FISI in Q4 2021 and held it in 11 quarters. The position peaked at $2.62M in Q1 2022. 134 funds tracked by Wall St. Rank hold FISI as of Q1 2025.

Gator Capital Management reported no remaining Financial Institutions position as of Q1 2025 after selling out during the quarter.
Gator Capital Management sold 10,000 Financial Institutions shares in Q1 2025, an estimated $273K.
Gator Capital Management first reported a position in Financial Institutions in Q4 2021 and held it in 11 quarters.
Gator Capital Management's Financial Institutions position peaked at $2.62M in Q1 2022.
134 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2025.

Based on Gator Capital Management's 13F filing for Q1 2025, filed 13 May 2025.