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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
Q2 		$5.92M Buy
150,826
+4,322
+3% +$154K 1.68% 25
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 $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

Palisades Investment Partners's FISI Position: Q2 2026 in Review

Palisades Investment Partners increased its Financial Institutions (FISI) stake by 3% in Q2 2026, buying an estimated $154K and bringing the position to 150,826 shares worth $5.92M. The position accounts for 1.68% of the portfolio, ranked #25.

Palisades Investment Partners first reported a position in FISI in Q2 2024 and has held it in 9 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Palisades Investment Partners held 150,826 shares of Financial Institutions worth $5.92M as of Q2 2026.
  • Palisades Investment Partners bought 4,322 Financial Institutions shares in Q2 2026, an estimated $154K.
  • Financial Institutions made up 1.68% of Palisades Investment Partners's portfolio in Q2 2026, its #25 holding.
  • Palisades Investment Partners first reported a position in Financial Institutions in Q2 2024 and has held it in 9 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Palisades Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.