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MAI Capital Management’s Financial Institutions FISI Stock Holding History

MAI 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 		– Sell
-1,400
Closed -$44.4K – 2989
2026
Q1 		$44.4K Buy
1,400
+397
+40% +$12.8K ﹤0.01% 2305
2025
Q4 		$31.3K Buy
+1,003
New +$29.5K ﹤0.01% 2275

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 $3.38T AUM 44.17% 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

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

MAI Capital Management sold out of Financial Institutions (FISI) in Q2 2026, closing a stake of 1,400 shares — an estimated $44.4K sold.

MAI Capital Management first reported a position in FISI in Q4 2025 and held it in 2 quarters. The position peaked at $44.4K in Q1 2026. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • MAI Capital Management reported no remaining Financial Institutions position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,400 Financial Institutions shares in Q2 2026, an estimated $44.4K.
  • MAI Capital Management first reported a position in Financial Institutions in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Financial Institutions position peaked at $44.4K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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