John Overdeck’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
Q2 | $17.8M | Buy |
457,098
+182,358
| +66% | +$6.48M | 0.01% | 1135 |
|
|
2026
Q1 | $8.71M | Buy |
274,740
+111,213
| +68% | +$3.58M | 0.01% | 1498 |
|
|
2025
Q4 | $5.1M | Sell |
163,527
-11,900
| -7% | -$351K | 0.01% | 1709 |
|
|
2025
Q3 | $4.77M | Buy |
175,427
+87,653
| +100% | +$2.34M | 0.01% | 1495 |
|
|
2025
Q2 | $2.25M | Sell |
87,774
-18,180
| -17% | -$454K | ﹤0.01% | 1746 |
|
|
2025
Q1 | $2.64M | Buy |
105,954
+17,332
| +20% | +$468K | 0.01% | 1562 |
|
|
2024
Q4 | $2.42M | Buy |
88,622
+39,007
| +79% | +$1.03M | 0.01% | 1590 |
|
|
2024
Q3 | $1.26M | Sell |
49,615
-2,817
| -5% | -$67.3K | ﹤0.01% | 1978 |
|
|
2024
Q2 | $1.01M | Buy |
52,432
+7,496
| +17% | +$133K | ﹤0.01% | 1975 |
|
|
2024
Q1 | $846K | Sell |
44,936
-5,003
| -10% | -$99K | ﹤0.01% | 2055 |
|
|
2023
Q4 | $1.06M | Sell |
49,939
-9,443
| -16% | -$168K | ﹤0.01% | 2037 |
|
|
2023
Q3 | $999K | Sell |
59,382
-73,635
| -55% | -$1.29M | ﹤0.01% | 1933 |
|
|
2023
Q2 | $2.09M | Buy |
133,017
+82,285
| +162% | +$1.39M | 0.01% | 1406 |
|
|
2023
Q1 | $978K | Buy |
50,732
+16,454
| +48% | +$385K | ﹤0.01% | 1875 |
|
|
2022
Q4 | $835K | Sell |
34,278
-679
| -2% | -$16.7K | ﹤0.01% | 1790 |
|
|
2022
Q3 | $841K | Buy |
34,957
+747
| +2% | +$19.4K | ﹤0.01% | 1542 |
|
|
2022
Q2 | $890K | Sell |
34,210
-12,981
| -28% | -$361K | ﹤0.01% | 1595 |
|
|
2022
Q1 | $1.42M | Buy |
47,191
+12,326
| +35% | +$396K | ﹤0.01% | 1512 |
|
|
2021
Q4 | $1.11M | Buy |
34,865
+5,192
| +17% | +$166K | ﹤0.01% | 2459 |
|
|
2021
Q3 | $909K | Sell |
29,673
-7,248
| -20% | -$219K | ﹤0.01% | 2696 |
|
|
2021
Q2 | $1.11M | Buy |
36,921
+16,723
| +83% | +$522K | ﹤0.01% | 2390 |
|
|
2021
Q1 | $612K | Buy |
20,198
+9,346
| +86% | +$252K | ﹤0.01% | 2734 |
|
|
2020
Q4 | $244K | Buy |
10,852
+440
| +4% | +$8.53K | ﹤0.01% | 2998 |
|
|
2020
Q3 | $160K | Sell |
10,412
-6,984
| -40% | -$115K | ﹤0.01% | 2873 |
|
|
2020
Q2 | $324K | Buy |
17,396
+3,739
| +27% | +$65.2K | ﹤0.01% | 2323 |
|
|
2020
Q1 | $248K | Buy |
+13,657
| New | +$366K | ﹤0.01% | 2478 |
|
|
2019
Q4 | – | Sell |
-13,122
| Closed | -$396K | – | 3746 |
|
|
2019
Q3 | $396K | Buy |
+13,122
| New | +$384K | ﹤0.01% | 2740 |
|
|
2019
Q1 | – | Sell |
-8,061
| Closed | -$207K | – | 3161 |
|
|
2018
Q4 | $207K | Sell |
8,061
-29,240
| -78% | -$829K | ﹤0.01% | 2692 |
|
|
2018
Q3 | $1.17M | Buy |
37,301
+1,174
| +3% | +$38K | ﹤0.01% | 1861 |
|
|
2018
Q2 | $1.19M | Sell |
36,127
-4,709
| -12% | -$151K | ﹤0.01% | 2022 |
|
|
2018
Q1 | $1.21M | Sell |
40,836
-20,345
| -33% | -$639K | ﹤0.01% | 1869 |
|
|
2017
Q4 | $1.9M | Buy |
61,181
+3,016
| +5% | +$94.8K | 0.01% | 1507 |
|
|
2017
Q3 | $1.68M | Sell |
58,165
-5,483
| -9% | -$155K | 0.01% | 1408 |
|
|
2017
Q2 | $1.9M | Buy |
63,648
+20,363
| +47% | +$645K | 0.01% | 1460 |
|
|
2017
Q1 | $1.43M | Sell |
43,285
-21,989
| -34% | -$734K | ﹤0.01% | 1673 |
|
|
2016
Q4 | $2.23M | Buy |
65,274
+46,859
| +254% | +$1.39M | 0.01% | 1394 |
|
|
2016
Q3 | $499K | Sell |
18,415
-1,057
| -5% | -$28.2K | ﹤0.01% | 2442 |
|
|
2016
Q2 | $508K | Buy |
+19,472
| New | +$537K | ﹤0.01% | 2241 |
|
|
2016
Q1 | – | Sell |
-11,379
| Closed | -$319K | – | 2906 |
|
|
2015
Q4 | $319K | Sell |
11,379
-13,383
| -54% | -$356K | ﹤0.01% | 2206 |
|
|
2015
Q3 | $614K | Buy |
24,762
+4,958
| +25% | +$122K | ﹤0.01% | 1444 |
|
|
2015
Q2 | $492K | Sell |
19,804
-2,778
| -12% | -$66K | ﹤0.01% | 2123 |
|
|
2015
Q1 | $518K | Buy |
22,582
+7,417
| +49% | +$171K | ﹤0.01% | 1949 |
|
|
2014
Q4 | $381K | Sell |
15,165
-21,603
| -59% | -$526K | ﹤0.01% | 1837 |
|
|
2014
Q3 | $827K | Buy |
36,768
+7,224
| +24% | +$166K | ﹤0.01% | 1127 |
|
|
2014
Q2 | $692K | Buy |
29,544
+17,516
| +146% | +$410K | ﹤0.01% | 1469 |
|
|
2014
Q1 | $277K | Sell |
12,028
-4,067
| -25% | -$90.5K | ﹤0.01% | 1708 |
|
|
2013
Q4 | $398K | Sell |
16,095
-2,262
| -12% | -$52.7K | ﹤0.01% | 1765 |
|
|
2013
Q3 | $376K | Sell |
18,357
-6,491
| -26% | -$132K | ﹤0.01% | 1409 |
|
|
2013
Q2 | $457K | Buy |
+24,848
| New | +$482K | ﹤0.01% | 1454 |
|
Other funds holding FISI
PCA
ACM
John Overdeck's FISI Position: Q2 2026 in Review
John Overdeck increased its Financial Institutions (FISI) stake by 66% in Q2 2026, buying an estimated $6.48M and bringing the position to 457,098 shares worth $17.8M. The position accounts for 0.01% of the portfolio, ranked #1135.
John Overdeck first reported a position in FISI in Q2 2013 and has held it in 49 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.
- John Overdeck held 457,098 shares of Financial Institutions worth $17.8M as of Q2 2026.
- John Overdeck bought 182,358 Financial Institutions shares in Q2 2026, an estimated $6.48M.
- Financial Institutions made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1135 holding.
- John Overdeck first reported a position in Financial Institutions in Q2 2013 and has held it in 49 quarters since.
- 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.