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Persistent Asset Partners’s Financial Institutions FISI Stock Holding History

Persistent Asset 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
2025
Q1 		– Sell
-56,715
Closed -$1.5M – 190
2024
Q4 		$1.5M Buy
+56,715
New +$1.49M 1.24% 23

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Persistent Asset Partners's FISI Position: Q1 2025 in Review

Persistent Asset Partners sold out of Financial Institutions (FISI) in Q1 2025, closing a stake of 56,715 shares — an estimated $1.5M sold.

Persistent Asset Partners first reported a position in FISI in Q4 2024 and held it in 1 quarter. The position peaked at $1.5M in Q4 2024. 134 funds tracked by Wall St. Rank hold FISI as of Q1 2025.

  • Persistent Asset Partners reported no remaining Financial Institutions position as of Q1 2025 after selling out during the quarter.
  • Persistent Asset Partners sold 56,715 Financial Institutions shares in Q1 2025, an estimated $1.5M.
  • Persistent Asset Partners first reported a position in Financial Institutions in Q4 2024 and held it in 1 quarter.
  • Persistent Asset Partners's Financial Institutions position peaked at $1.5M in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2025.

Based on Persistent Asset Partners's 13F filing for Q1 2025, filed 13 May 2025.