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GK Wealth Management’s Financial Institutions FISI Stock Holding History

GK Wealth 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
2026
Q3 		$3.51K Buy
+90
New +$3.65K ﹤0.01% 1176

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

GK Wealth Management's FISI Position: Q3 2026 in Review

GK Wealth Management opened a new position in Financial Institutions (FISI) in Q3 2026: 90 shares worth $3.51K. The stake represents ﹤0.01% of the portfolio and ranks #1176 among its holdings.

6 funds tracked by Wall St. Rank hold FISI as of Q3 2026.

  • GK Wealth Management held 90 shares of Financial Institutions worth $3.51K as of Q3 2026.
  • Financial Institutions was a new GK Wealth Management position in Q3 2026.
  • Financial Institutions made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1176 holding.
  • 6 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.