MCM
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Maltese Capital Management’s Financial Institutions FISI Stock Holding History

Maltese 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 		$3.9M Sell
100,000
-16,963
-15% -$603K 0.71% 56
2026
Q1 		$3.71M Sell
116,963
-28,037
-19% -$902K 0.73% 53
2025
Q4 		$4.52M Sell
145,000
-66,000
-31% -$1.94M 0.8% 53
2025
Q3 		$5.74M Sell
211,000
-9,000
-4% -$240K 0.87% 49
2025
Q2 		$5.65M Sell
220,000
-6,100
-3% -$152K 0.79% 47
2025
Q1 		$5.64M Hold
226,100
– – 0.92% 41
2024
Q4 		$6.17M Buy
+226,100
New +$5.95M 0.94% 39
2024
Q1 		– Sell
-2,500
Closed -$53.3K – 94
2023
Q4 		$53.3K Buy
+2,500
New +$44.6K 0.02% 88
2020
Q2 		– Sell
-13,622
Closed -$247K – 176
2020
Q1 		$247K Buy
+13,622
New +$365K 0.04% 163
2019
Q3 		– Sell
-160,000
Closed -$4.66M – 183
2019
Q2 		$4.66M Buy
160,000
+120,787
+308% +$3.37M 0.36% 94
2019
Q1 		$1.07M Buy
+39,213
New +$1.1M 0.08% 169
2018
Q3 		– Sell
-68,940
Closed -$2.27M – 215
2018
Q2 		$2.27M Sell
68,940
-11,160
-14% -$358K 0.15% 150
2018
Q1 		$2.37M Buy
80,100
+10,100
+14% +$317K 0.16% 156
2017
Q4 		$2.18M Buy
70,000
+48,900
+232% +$1.54M 0.16% 142
2017
Q3 		$608K Buy
+21,100
New +$596K 0.05% 180
2016
Q4 		– Sell
-25,000
Closed -$678K – 193
2016
Q3 		$678K Hold
25,000
– – 0.08% 159
2016
Q2 		$652K Hold
25,000
– – 0.08% 173
2016
Q1 		$727K Buy
+25,000
New +$682K 0.09% 175
2014
Q4 		– Sell
-48,600
Closed -$1.09M – 211
2014
Q3 		$1.09M Sell
48,600
-1,400
-3% -$32.2K 0.13% 158
2014
Q2 		$1.17M Buy
+50,000
New +$1.17M 0.15% 142

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

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

Maltese Capital Management reduced its Financial Institutions (FISI) stake by 15% in Q2 2026, selling an estimated $603K and leaving 100,000 shares worth $3.9M. The position accounts for 0.71% of the portfolio, ranked #56.

Maltese Capital Management first reported a position in FISI in Q2 2014 and has held it in 20 quarters since. The position peaked at $6.17M in Q4 2024. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Maltese Capital Management held 100,000 shares of Financial Institutions worth $3.9M as of Q2 2026.
  • Maltese Capital Management sold 16,963 Financial Institutions shares in Q2 2026, an estimated $603K.
  • Financial Institutions made up 0.71% of Maltese Capital Management's portfolio in Q2 2026, its #56 holding.
  • Maltese Capital Management first reported a position in Financial Institutions in Q2 2014 and has held it in 20 quarters since.
  • Maltese Capital Management's Financial Institutions position peaked at $6.17M in Q4 2024.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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