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FISI icon

Nuveen’s Financial Institutions FISI Stock Holding History

Nuveen’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
Q1 		$1.8M Buy
56,857
+19,831
+54% +$638K ﹤0.01% 2315
2025
Q4 		$1.15M Hold
37,026
– – ﹤0.01% 2554
2025
Q3 		$1.01M Hold
37,026
– – ﹤0.01% 2623
2025
Q2 		$951K Sell
37,026
-10,211
-22% -$255K ﹤0.01% 2630
2025
Q1 		$1.18M Buy
47,237
+4,372
+10% +$118K ﹤0.01% 2568
2024
Q4 		$1.17M Hold
42,865
– – ﹤0.01% 2648
2024
Q3 		$1.09M Hold
42,865
– – ﹤0.01% 2723
2024
Q2 		$829K Sell
42,865
-7,399
-15% -$131K ﹤0.01% 2811
2024
Q1 		$946K Sell
50,264
-2,448
-5% -$48.4K ﹤0.01% 2732
2023
Q4 		$1.12M Sell
52,712
-12,424
-19% -$222K ﹤0.01% 2680
2023
Q3 		$1.1M Buy
65,136
+24,235
+59% +$426K ﹤0.01% 2535
2023
Q2 		$644K Hold
40,901
– – ﹤0.01% 2848
2023
Q1 		$789K Sell
40,901
-4,389
-10% -$103K ﹤0.01% 2692
2022
Q4 		$1.1M Sell
45,290
-7,691
-15% -$189K ﹤0.01% 2644
2022
Q3 		$1.27M Sell
52,981
-438
-0.8% -$11.4K ﹤0.01% 2639
2022
Q2 		$1.39M Sell
53,419
-5,151
-9% -$143K ﹤0.01% 2626
2022
Q1 		$1.85M Buy
58,570
+572
+1% +$18.4K ﹤0.01% 2535
2021
Q4 		$1.82M Sell
57,998
-3,868
-6% -$124K ﹤0.01% 2610
2021
Q3 		$1.83M Sell
61,866
-3,959
-6% -$120K ﹤0.01% 2714
2021
Q2 		$1.98M Sell
65,825
-4,087
-6% -$128K ﹤0.01% 2718
2021
Q1 		$2.12M Sell
69,912
-23,372
-25% -$631K ﹤0.01% 2584
2020
Q4 		$2.1M Sell
93,284
-450
-0.5% -$8.72K ﹤0.01% 2486
2020
Q3 		$1.44M Buy
93,734
+12,997
+16% +$213K ﹤0.01% 2513
2020
Q2 		$1.5M Sell
80,737
-25,821
-24% -$450K ﹤0.01% 2454
2020
Q1 		$1.93M Buy
106,558
+8,226
+8% +$220K ﹤0.01% 2209
2019
Q4 		$3.16M Buy
98,332
+12,728
+15% +$401K ﹤0.01% 2229
2019
Q3 		$2.58M Buy
85,604
+17,642
+26% +$517K ﹤0.01% 2285
2019
Q2 		$1.98M Buy
+67,962
New +$1.89M ﹤0.01% 2441

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Nuveen's FISI Position: Q1 2026 in Review

Nuveen increased its Financial Institutions (FISI) stake by 54% in Q1 2026, buying an estimated $638K and bringing the position to 56,857 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Nuveen first reported a position in FISI in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.16M in Q4 2019. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • Nuveen held 56,857 shares of Financial Institutions worth $1.8M as of Q1 2026.
  • Nuveen bought 19,831 Financial Institutions shares in Q1 2026, an estimated $638K.
  • Financial Institutions made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #2315 holding.
  • Nuveen first reported a position in Financial Institutions in Q2 2019 and has held it in 28 quarters since.
  • Nuveen's Financial Institutions position peaked at $3.16M in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.