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Kennedy Capital Management’s Financial Institutions FISI Stock Holding History

Kennedy Capital 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 		$1.49M Sell
38,254
-8,094
-17% -$288K 0.03% 478
2026
Q1 		$1.47M Hold
46,348
– – 0.03% 446
2025
Q4 		$1.44M Hold
46,348
– – 0.03% 450
2025
Q3 		$1.26M Buy
46,348
+13,430
+41% +$358K 0.03% 484
2025
Q2 		$845K Buy
32,918
+8,866
+37% +$221K 0.02% 521
2025
Q1 		$600K Sell
24,052
-10,948
-31% -$296K 0.01% 572
2024
Q4 		$955K Buy
+35,000
New +$921K 0.02% 599
2017
Q3 		– Sell
-45,035
Closed -$1.34M – 742
2017
Q2 		$1.34M Sell
45,035
-98,196
-69% -$3.11M 0.03% 627
2017
Q1 		$4.72M Sell
143,231
-136,171
-49% -$4.54M 0.08% 437
2016
Q4 		$9.56M Sell
279,402
-29,891
-10% -$889K 0.17% 197
2016
Q3 		$8.38M Sell
309,293
-1,137
-0.4% -$30.4K 0.16% 223
2016
Q2 		$8.09M Sell
310,430
-31,380
-9% -$865K 0.16% 218
2016
Q1 		$9.94M Sell
341,810
-15,736
-4% -$429K 0.2% 150
2015
Q4 		$10M Sell
357,546
-97,377
-21% -$2.59M 0.2% 157
2015
Q3 		$11.3M Buy
454,923
+28,146
+7% +$690K 0.23% 124
2015
Q2 		$10.6M Buy
426,777
+8,275
+2% +$197K 0.19% 169
2015
Q1 		$9.6M Buy
418,502
+44,776
+12% +$1.04M 0.17% 205
2014
Q4 		$9.4M Buy
373,726
+12,320
+3% +$300K 0.17% 204
2014
Q3 		$8.12M Buy
361,406
+48,545
+16% +$1.12M 0.16% 237
2014
Q2 		$7.33M Buy
312,861
+14,165
+5% +$331K 0.14% 290
2014
Q1 		$6.88M Buy
298,696
+64,941
+28% +$1.44M 0.13% 301
2013
Q4 		$5.78M Buy
233,755
+35,739
+18% +$833K 0.11% 352
2013
Q3 		$4.05M Buy
198,016
+15,599
+9% +$318K 0.08% 416
2013
Q2 		$3.36M Buy
+182,417
New +$3.54M 0.07% 447

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

Kennedy Capital Management's FISI Position: Q2 2026 in Review

Kennedy Capital Management reduced its Financial Institutions (FISI) stake by 17% in Q2 2026, selling an estimated $288K and leaving 38,254 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #478.

Kennedy Capital Management first reported a position in FISI in Q2 2013 and has held it in 24 quarters since. The position peaked at $11.3M in Q3 2015. 160 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Kennedy Capital Management held 38,254 shares of Financial Institutions worth $1.49M as of Q2 2026.
  • Kennedy Capital Management sold 8,094 Financial Institutions shares in Q2 2026, an estimated $288K.
  • Financial Institutions made up 0.03% of Kennedy Capital Management's portfolio in Q2 2026, its #478 holding.
  • Kennedy Capital Management first reported a position in Financial Institutions in Q2 2013 and has held it in 24 quarters since.
  • Kennedy Capital Management's Financial Institutions position peaked at $11.3M in Q3 2015.
  • 160 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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