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Optimum Investment Advisors’s Financial Institutions FISI Stock Holding History

Optimum Investment Advisors’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
2025
Q3 		$5.44K Hold
200
– – ﹤0.01% 537
2025
Q2 		$5.14K Hold
200
– – ﹤0.01% 550
2025
Q1 		$4.99K Hold
200
– – ﹤0.01% 561
2024
Q4 		$5.46K Hold
200
– – ﹤0.01% 548
2024
Q3 		$5.09K Hold
200
– – ﹤0.01% 571
2024
Q2 		$3.86K Hold
200
– – ﹤0.01% 576
2024
Q1 		$3.76K Buy
+200
New +$3.96K ﹤0.01% 580

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Optimum Investment Advisors's FISI Position: Q3 2025 in Review

Optimum Investment Advisors held its Financial Institutions (FISI) position steady in Q3 2025 at 200 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Optimum Investment Advisors first reported a position in FISI in Q1 2024 and has held it in 7 quarters since. The position peaked at $5.46K in Q4 2024. 142 funds tracked by Wall St. Rank hold FISI as of Q3 2025.

  • Optimum Investment Advisors held 200 shares of Financial Institutions worth $5.44K as of Q3 2025.
  • Optimum Investment Advisors left its Financial Institutions share count unchanged in Q3 2025.
  • Financial Institutions made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #537 holding.
  • Optimum Investment Advisors first reported a position in Financial Institutions in Q1 2024 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Financial Institutions position peaked at $5.46K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.