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INTECH Investment Management’s Financial Institutions FISI Stock Holding History

INTECH 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 		$225K Buy
+5,780
New +$205K ﹤0.01% 1734
2026
Q1 		– Sell
-7,271
Closed -$227K – 2199
2025
Q4 		$227K Sell
7,271
-1,558
-18% -$45.9K ﹤0.01% 1915
2025
Q3 		$240K Buy
+8,829
New +$236K ﹤0.01% 1954
2025
Q2 		– Sell
-9,230
Closed -$230K – 2530
2025
Q1 		$230K Buy
+9,230
New +$249K ﹤0.01% 2020

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

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

INTECH Investment Management opened a new position in Financial Institutions (FISI) in Q2 2026: 5,780 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1734 among its holdings. This is a return to the name: INTECH Investment Management previously reported a position in FISI as recently as Q4 2025.

INTECH Investment Management first reported a position in FISI in Q1 2025 and has held it in 4 quarters since. The position peaked at $240K in Q3 2025. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • INTECH Investment Management held 5,780 shares of Financial Institutions worth $225K as of Q2 2026.
  • Financial Institutions was a new INTECH Investment Management position in Q2 2026.
  • Financial Institutions made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1734 holding.
  • INTECH Investment Management first reported a position in Financial Institutions in Q1 2025 and has held it in 4 quarters since.
  • INTECH Investment Management's Financial Institutions position peaked at $240K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.