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Larson Financial Group’s Financial Institutions FISI Stock Holding History

Larson Financial Group’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 		$39.4K Buy
1,010
+20
+2% +$710 ﹤0.01% 1634
2026
Q1 		$31.4K Sell
990
-35
-3% -$1.13K ﹤0.01% 1604
2025
Q4 		$31.9K Sell
1,025
-145
-12% -$4.27K ﹤0.01% 1454
2025
Q3 		$31.8K Buy
1,170
+1,134
+3,150% +$30.3K ﹤0.01% 1388
2025
Q2 		$924 Buy
+36
New +$898 ﹤0.01% 2673
2025
Q1 		– Sell
-241
Closed -$6.58K – 3112
2024
Q4 		$6.58K Buy
+241
New +$6.34K ﹤0.01% 1596

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

Larson Financial Group's FISI Position: Q2 2026 in Review

Larson Financial Group increased its Financial Institutions (FISI) stake by 2% in Q2 2026, buying an estimated $710 and bringing the position to 1,010 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Larson Financial Group first reported a position in FISI in Q4 2024 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Larson Financial Group held 1,010 shares of Financial Institutions worth $39.4K as of Q2 2026.
  • Larson Financial Group bought 20 Financial Institutions shares in Q2 2026, an estimated $710.
  • Financial Institutions made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1634 holding.
  • Larson Financial Group first reported a position in Financial Institutions in Q4 2024 and has held it in 6 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.