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GHP Investment Advisors’s Financial Institutions FISI Stock Holding History

GHP Investment Advisors’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
Q2 		$39 Hold
1
– – ﹤0.01% 1364
2026
Q1 		$32 Buy
+1
New +$32 ﹤0.01% 1407

Other funds holding FISI

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GHP Investment Advisors's FISI Position: Q2 2026 in Review

GHP Investment Advisors held its Financial Institutions (FISI) position steady in Q2 2026 at 1 share worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

GHP Investment Advisors first reported a position in FISI in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • GHP Investment Advisors held 1 share of Financial Institutions worth $39 as of Q2 2026.
  • GHP Investment Advisors left its Financial Institutions share count unchanged in Q2 2026.
  • Financial Institutions made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1364 holding.
  • GHP Investment Advisors first reported a position in Financial Institutions in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.