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Palisades Investment Partners’s Financial Institutions FISI Stock Holding History

Palisades Investment Partners’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 		$4.69M Buy
146,504
+5,562
+4% +$179K 1.84% 23
2025
Q4 		$4.43M Buy
140,942
+3,420
+2% +$101K 1.67% 26
2025
Q3 		$3.78M Buy
137,522
+606
+0.4% +$16.2K 1.48% 26
2025
Q2 		$3.52M Sell
136,916
-1,231
-0.9% -$30.7K 1.54% 25
2025
Q1 		$3.45M Sell
138,147
-380
-0.3% -$10.3K 1.73% 21
2024
Q4 		$3.78M Buy
138,527
+11,752
+9% +$309K 1.6% 23
2024
Q3 		$3.23M Buy
126,775
+7,388
+6% +$176K 1.41% 24
2024
Q2 		$2.31M Buy
+119,387
New +$2.12M 1.14% 27

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

Palisades Investment Partners's FISI Position: Q1 2026 in Review

Palisades Investment Partners increased its Financial Institutions (FISI) stake by 3.9% in Q1 2026, buying an estimated $179K and bringing the position to 146,504 shares worth $4.69M. The position accounts for 1.84% of the portfolio, ranked #23.

Palisades Investment Partners first reported a position in FISI in Q2 2024 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • Palisades Investment Partners held 146,504 shares of Financial Institutions worth $4.69M as of Q1 2026.
  • Palisades Investment Partners bought 5,562 Financial Institutions shares in Q1 2026, an estimated $179K.
  • Financial Institutions made up 1.84% of Palisades Investment Partners's portfolio in Q1 2026, its #23 holding.
  • Palisades Investment Partners first reported a position in Financial Institutions in Q2 2024 and has held it in 8 quarters since.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

Based on Palisades Investment Partners's 13F filing for Q1 2026, filed 30 Apr 2026.