Jim Simons’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.43M | Sell |
202,931
-68,369
| -25% | -$2.2M | 0.01% | 1219 |
|
|
2025
Q4 | $8.46M | Sell |
271,300
-40,192
| -13% | -$1.18M | 0.01% | 1007 |
|
|
2025
Q3 | $8.47M | Buy |
311,492
+10,492
| +3% | +$280K | 0.01% | 1175 |
|
|
2025
Q2 | $7.73M | Sell |
301,000
-1,900
| -0.6% | -$47.4K | 0.01% | 1240 |
|
|
2025
Q1 | $7.56M | Sell |
302,900
-4,000
| -1% | -$108K | 0.01% | 1168 |
|
|
2024
Q4 | $8.38M | Buy |
306,900
+13,400
| +5% | +$353K | 0.01% | 1126 |
|
|
2024
Q3 | $7.48M | Sell |
293,500
-39,000
| -12% | -$932K | 0.01% | 1195 |
|
|
2024
Q2 | $6.42M | Buy |
332,500
+27,400
| +9% | +$486K | 0.01% | 1156 |
|
|
2024
Q1 | $5.74M | Sell |
305,100
-48,300
| -14% | -$955K | 0.01% | 1328 |
|
|
2023
Q4 | $7.53M | Sell |
353,400
-500
| -0.1% | -$8.92K | 0.01% | 1082 |
|
|
2023
Q3 | $5.96M | Buy |
353,900
+19,500
| +6% | +$343K | 0.01% | 1204 |
|
|
2023
Q2 | $5.26M | Buy |
334,400
+63,400
| +23% | +$1.07M | 0.01% | 1408 |
|
|
2023
Q1 | $5.22M | Sell |
271,000
-19,800
| -7% | -$464K | 0.01% | 1452 |
|
|
2022
Q4 | $7.08M | Sell |
290,800
-12,500
| -4% | -$307K | 0.01% | 1293 |
|
|
2022
Q3 | $7.3M | Buy |
303,300
+2,000
| +0.7% | +$51.9K | 0.01% | 1204 |
|
|
2022
Q2 | $7.84M | Buy |
301,300
+15,300
| +5% | +$425K | 0.01% | 1245 |
|
|
2022
Q1 | $8.62M | Sell |
286,000
-62,800
| -18% | -$2.02M | 0.01% | 1220 |
|
|
2021
Q4 | $11.1M | Buy |
348,800
+7,800
| +2% | +$249K | 0.01% | 1016 |
|
|
2021
Q3 | $10.5M | Buy |
341,000
+100
| +0% | +$3.02K | 0.01% | 1014 |
|
|
2021
Q2 | $10.2M | Sell |
340,900
-39,700
| -10% | -$1.24M | 0.01% | 1158 |
|
|
2021
Q1 | $11.5M | Sell |
380,600
-89,400
| -19% | -$2.41M | 0.01% | 1097 |
|
|
2020
Q4 | $10.6M | Sell |
470,000
-62,700
| -12% | -$1.22M | 0.01% | 1125 |
|
|
2020
Q3 | $8.2M | Sell |
532,700
-2,000
| -0.4% | -$32.8K | 0.01% | 1273 |
|
|
2020
Q2 | $9.95M | Sell |
534,700
-25,300
| -5% | -$441K | 0.01% | 1226 |
|
|
2020
Q1 | $10.2M | Buy |
560,000
+60,300
| +12% | +$1.62M | 0.01% | 1154 |
|
|
2019
Q4 | $16M | Buy |
499,700
+31,500
| +7% | +$993K | 0.01% | 1131 |
|
|
2019
Q3 | $14.1M | Buy |
468,200
+31,100
| +7% | +$911K | 0.01% | 1168 |
|
|
2019
Q2 | $12.7M | Sell |
437,100
-5,200
| -1% | -$145K | 0.01% | 1245 |
|
|
2019
Q1 | $12M | Buy |
442,300
+49,600
| +13% | +$1.4M | 0.01% | 1267 |
|
|
2018
Q4 | $10.1M | Buy |
392,700
+4,100
| +1% | +$116K | 0.01% | 1301 |
|
|
2018
Q3 | $12.2M | Buy |
388,600
+65,400
| +20% | +$2.11M | 0.01% | 1229 |
|
|
2018
Q2 | $10.6M | Buy |
323,200
+2,700
| +0.8% | +$86.6K | 0.01% | 1308 |
|
|
2018
Q1 | $9.49M | Sell |
320,500
-3,800
| -1% | -$119K | 0.01% | 1401 |
|
|
2017
Q4 | $10.1M | Sell |
324,300
-78,100
| -19% | -$2.46M | 0.01% | 1376 |
|
|
2017
Q3 | $11.6M | Buy |
402,400
+62,600
| +18% | +$1.77M | 0.01% | 1238 |
|
|
2017
Q2 | $10.1M | Buy |
339,800
+106,200
| +45% | +$3.36M | 0.01% | 1274 |
|
|
2017
Q1 | $7.7M | Sell |
233,600
-18,200
| -7% | -$607K | 0.01% | 1418 |
|
|
2016
Q4 | $8.61M | Buy |
251,800
+129,200
| +105% | +$3.84M | 0.01% | 1333 |
|
|
2016
Q3 | $3.32M | Buy |
122,600
+14,800
| +14% | +$396K | 0.01% | 1879 |
|
|
2016
Q2 | $2.81M | Buy |
107,800
+17,600
| +20% | +$485K | 0.01% | 1987 |
|
|
2016
Q1 | $2.62M | Buy |
90,200
+13,500
| +18% | +$368K | 0.01% | 2044 |
|
|
2015
Q4 | $2.15M | Buy |
76,700
+16,300
| +27% | +$434K | ﹤0.01% | 2061 |
|
|
2015
Q3 | $1.5M | Buy |
60,400
+16,900
| +39% | +$414K | ﹤0.01% | 2160 |
|
|
2015
Q2 | $1.08M | Sell |
43,500
-2,551
| -6% | -$60.6K | ﹤0.01% | 2407 |
|
|
2015
Q1 | $1.06M | Buy |
46,051
+13,251
| +40% | +$306K | ﹤0.01% | 2282 |
|
|
2014
Q4 | $825K | Sell |
32,800
-6,400
| -16% | -$156K | ﹤0.01% | 2220 |
|
|
2014
Q3 | $881K | Sell |
39,200
-2,700
| -6% | -$62.2K | ﹤0.01% | 2086 |
|
|
2014
Q2 | $981K | Sell |
41,900
-39,929
| -49% | -$934K | ﹤0.01% | 2059 |
|
|
2014
Q1 | $1.88M | Buy |
81,829
+19,729
| +32% | +$439K | ﹤0.01% | 1802 |
|
|
2013
Q4 | $1.53M | Sell |
62,100
-4,200
| -6% | -$97.9K | ﹤0.01% | 1880 |
|
|
2013
Q3 | $1.36M | Sell |
66,300
-15,300
| -19% | -$312K | ﹤0.01% | 1862 |
|
|
2013
Q2 | $1.5M | Buy |
+81,600
| New | +$1.58M | ﹤0.01% | 1736 |
|
Other funds holding FISI
PCA
VCM
ACM
Jim Simons's FISI Position: Q1 2026 in Review
Jim Simons reduced its Financial Institutions (FISI) stake by 25% in Q1 2026, selling an estimated $2.2M and leaving 202,931 shares worth $6.43M. The position accounts for 0.01% of the portfolio, ranked #1219.
Jim Simons first reported a position in FISI in Q2 2013 and has held it in 52 quarters since. The position peaked at $16M in Q4 2019. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.
- Jim Simons held 202,931 shares of Financial Institutions worth $6.43M as of Q1 2026.
- Jim Simons sold 68,369 Financial Institutions shares in Q1 2026, an estimated $2.2M.
- Financial Institutions made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1219 holding.
- Jim Simons first reported a position in Financial Institutions in Q2 2013 and has held it in 52 quarters since.
- Jim Simons's Financial Institutions position peaked at $16M in Q4 2019.
- 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.
Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.