Hillsdale Investment Management’s Financial Institutions FISI Stock Holding History

Hillsdale Investment 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 Q2	$9.71M	Buy	249,200 +16,120	+7%	+$573K	0.22%	111
2026 Q1	$7.39M	Buy	+233,080	New	+$7.5M	0.2%	109
2025 Q1	–	Sell	-5,000	Closed	-$136K	–	630
2024 Q4	$136K	Sell	5,000 -4,500	-47%	-$118K	0.01%	428
2024 Q3	$242K	Buy	+9,500	New	+$227K	0.02%	388
2020 Q2	–	Sell	-93,239	Closed	-$1.69M	–	608
2020 Q1	$1.69M	Hold	93,239	–	–	0.2%	144
2019 Q4	$2.99M	Buy	93,239 +13,300	+17%	+$419K	0.26%	131
2019 Q3	$2.41M	Buy	79,939 +10,500	+15%	+$308K	0.21%	134
2019 Q2	$2.02M	Buy	69,439 +8,600	+14%	+$240K	0.2%	117
2019 Q1	$1.65M	Buy	60,839 +59,239	+3,702%	+$1.67M	0.15%	138
2018 Q4	$41K	Buy	+1,600	New	+$45.4K	﹤0.01%	424

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Hillsdale Investment Management's FISI Position: Q2 2026 in Review

Hillsdale Investment Management increased its Financial Institutions (FISI) stake by 6.9% in Q2 2026, buying an estimated $573K and bringing the position to 249,200 shares worth $9.71M. The position accounts for 0.22% of the portfolio, ranked #111.

Hillsdale Investment Management first reported a position in FISI in Q4 2018 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

Hillsdale Investment Management held 249,200 shares of Financial Institutions worth $9.71M as of Q2 2026.
Hillsdale Investment Management bought 16,120 Financial Institutions shares in Q2 2026, an estimated $573K.
Financial Institutions made up 0.22% of Hillsdale Investment Management's portfolio in Q2 2026, its #111 holding.
Hillsdale Investment Management first reported a position in Financial Institutions in Q4 2018 and has held it in 10 quarters since.
159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.