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IFP Advisors’s Financial Institutions FISI Stock Holding History

IFP 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 		$4.83K Buy
124
+122
+6,100% +$4.33K ﹤0.01% 3816
2026
Q1 		$63 Hold
2
– – ﹤0.01% 4803
2025
Q4 		$62 Hold
2
– – ﹤0.01% 4673
2025
Q3 		$54 Buy
+2
New +$53 ﹤0.01% 4647
2025
Q2 		– Sell
-4
Closed -$100 – 4361
2025
Q1 		$100 Hold
4
– – ﹤0.01% 3856
2024
Q4 		$109 Buy
+4
New +$105 ﹤0.01% 4003
2017
Q1 		– Sell
-4
Closed – – 4032
2016
Q4 		$0 Hold
4
– – ﹤0.01% 4027
2016
Q3 		$0 Hold
4
– – ﹤0.01% 3938
2016
Q2 		$0 Buy
+4
New +$110 ﹤0.01% 3896
2016
Q1 		– Sell
-4
Closed – – 2714
2015
Q4 		$0 Buy
+4
New +$106 ﹤0.01% 3745

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

IFP Advisors's FISI Position: Q2 2026 in Review

IFP Advisors increased its Financial Institutions (FISI) stake by 6,100% in Q2 2026, buying an estimated $4.33K and bringing the position to 124 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3816.

IFP Advisors first reported a position in FISI in Q4 2015 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • IFP Advisors held 124 shares of Financial Institutions worth $4.83K as of Q2 2026.
  • IFP Advisors bought 122 Financial Institutions shares in Q2 2026, an estimated $4.33K.
  • Financial Institutions made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3816 holding.
  • IFP Advisors first reported a position in Financial Institutions in Q4 2015 and has held it in 10 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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