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JPL Wealth Management’s Financial Institutions FISI Stock Holding History

JPL Wealth 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 		$195 Sell
5
-1
-17% -$36 ﹤0.01% 1540
2026
Q1 		$191 Buy
+6
New +$193 ﹤0.01% 1418

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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

JPL Wealth Management's FISI Position: Q2 2026 in Review

JPL Wealth Management reduced its Financial Institutions (FISI) stake by 17% in Q2 2026, selling an estimated $36 and leaving 5 shares worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

JPL Wealth Management first reported a position in FISI in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • JPL Wealth Management held 5 shares of Financial Institutions worth $195 as of Q2 2026.
  • JPL Wealth Management sold 1 Financial Institutions share in Q2 2026, an estimated $36.
  • Financial Institutions made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1540 holding.
  • JPL Wealth Management first reported a position in Financial Institutions in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.