Jacobs Levy Equity Management’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-60,320
| Closed | -$1.65M | – | 1116 |
|
|
2024
Q4 | $1.65M | Buy |
60,320
+595
| +1% | +$15.7K | 0.01% | 634 |
|
|
2024
Q3 | $1.52M | Buy |
59,725
+1,137
| +2% | +$27.2K | 0.01% | 654 |
|
|
2024
Q2 | $1.13M | Buy |
58,588
+5,046
| +9% | +$89.5K | ﹤0.01% | 706 |
|
|
2024
Q1 | $1.01M | Sell |
53,542
-355
| -0.7% | -$7.02K | ﹤0.01% | 715 |
|
|
2023
Q4 | $1.15M | Sell |
53,897
-282
| -0.5% | -$5.03K | 0.01% | 692 |
|
|
2023
Q3 | $912K | Buy |
54,179
+2,757
| +5% | +$48.5K | 0.01% | 696 |
|
|
2023
Q2 | $809K | Buy |
51,422
+4,764
| +10% | +$80.6K | ﹤0.01% | 737 |
|
|
2023
Q1 | $900K | Sell |
46,658
-12
| -0% | -$281 | 0.01% | 718 |
|
|
2022
Q4 | $1.14M | Sell |
46,670
-7,698
| -14% | -$189K | 0.01% | 660 |
|
|
2022
Q3 | $1.31M | Sell |
54,368
-1,993
| -4% | -$51.7K | 0.01% | 651 |
|
|
2022
Q2 | $1.47M | Buy |
56,361
+57
| +0.1% | +$1.58K | 0.01% | 671 |
|
|
2022
Q1 | $1.7M | Buy |
56,304
+2,002
| +4% | +$64.3K | 0.01% | 655 |
|
|
2021
Q4 | $1.73M | Buy |
54,302
+2,153
| +4% | +$68.8K | 0.01% | 646 |
|
|
2021
Q3 | $1.6M | Sell |
52,149
-342
| -0.7% | -$10.3K | 0.01% | 658 |
|
|
2021
Q2 | $1.57M | Buy |
52,491
+17,352
| +49% | +$542K | 0.01% | 647 |
|
|
2021
Q1 | $1.06M | Sell |
35,139
-135
| -0.4% | -$3.65K | 0.01% | 726 |
|
|
2020
Q4 | $794K | Hold |
35,274
| – | – | 0.01% | 770 |
|
|
2020
Q3 | $543K | Sell |
35,274
-8,980
| -20% | -$147K | 0.01% | 771 |
|
|
2020
Q2 | $824K | Buy |
44,254
+3,403
| +8% | +$59.3K | 0.01% | 707 |
|
|
2020
Q1 | $741K | Buy |
40,851
+6,092
| +18% | +$163K | 0.01% | 694 |
|
|
2019
Q4 | $1.12M | Buy |
34,759
+6,075
| +21% | +$191K | 0.01% | 673 |
|
|
2019
Q3 | $866K | Hold |
28,684
| – | – | 0.01% | 632 |
|
|
2019
Q2 | $836K | Buy |
28,684
+8,180
| +40% | +$228K | 0.01% | 671 |
|
|
2019
Q1 | $557K | Hold |
20,504
| – | – | 0.01% | 767 |
|
|
2018
Q4 | $527K | Sell |
20,504
-5,091
| -20% | -$144K | 0.01% | 724 |
|
|
2018
Q3 | $804K | Buy |
25,595
+4,500
| +21% | +$146K | 0.01% | 688 |
|
|
2018
Q2 | $694K | Sell |
21,095
-4,550
| -18% | -$146K | 0.01% | 738 |
|
|
2018
Q1 | $759K | Buy |
25,645
+1,850
| +8% | +$58.1K | 0.01% | 696 |
|
|
2017
Q4 | $740K | Buy |
23,795
+6,814
| +40% | +$214K | 0.01% | 675 |
|
|
2017
Q3 | $489K | Sell |
16,981
-1,640
| -9% | -$46.3K | 0.01% | 709 |
|
|
2017
Q2 | $555K | Buy |
18,621
+7,220
| +63% | +$229K | 0.01% | 681 |
|
|
2017
Q1 | $376K | Buy |
11,401
+1,370
| +14% | +$45.7K | 0.01% | 692 |
|
|
2016
Q4 | $343K | Buy |
+10,031
| New | +$298K | 0.01% | 743 |
|
Other funds holding FISI
PCA
ACM
FL
Jacobs Levy Equity Management's FISI Position: Q1 2025 in Review
Jacobs Levy Equity Management sold out of Financial Institutions (FISI) in Q1 2025, closing a stake of 60,320 shares — an estimated $1.65M sold.
Jacobs Levy Equity Management first reported a position in FISI in Q4 2016 and held it in 33 quarters. The position peaked at $1.73M in Q4 2021. 134 funds tracked by Wall St. Rank hold FISI as of Q1 2025.
- Jacobs Levy Equity Management reported no remaining Financial Institutions position as of Q1 2025 after selling out during the quarter.
- Jacobs Levy Equity Management sold 60,320 Financial Institutions shares in Q1 2025, an estimated $1.65M.
- Jacobs Levy Equity Management first reported a position in Financial Institutions in Q4 2016 and held it in 33 quarters.
- Jacobs Levy Equity Management's Financial Institutions position peaked at $1.73M in Q4 2021.
- 134 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2025.
Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.