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IEQ Capital’s Financial Institutions FISI Stock Holding History

IEQ Capital’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 		$434K Buy
11,144
+1,220
+12% +$43.3K ﹤0.01% 1460
2026
Q1 		$315K Buy
+9,924
New +$319K ﹤0.01% 1497

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

IEQ Capital's FISI Position: Q2 2026 in Review

IEQ Capital increased its Financial Institutions (FISI) stake by 12% in Q2 2026, buying an estimated $43.3K and bringing the position to 11,144 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

IEQ Capital first reported a position in FISI in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • IEQ Capital held 11,144 shares of Financial Institutions worth $434K as of Q2 2026.
  • IEQ Capital bought 1,220 Financial Institutions shares in Q2 2026, an estimated $43.3K.
  • Financial Institutions made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1460 holding.
  • IEQ Capital first reported a position in Financial Institutions in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.