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Picton Mahoney Asset Management’s Financial Institutions FISI Stock Holding History

Picton Mahoney Asset Management’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
-1,196
Closed -$32K – 952
2024
Q4 		$32K Buy
1,196
+374
+45% +$9.84K ﹤0.01% 432
2024
Q3 		$21K Buy
822
+311
+61% +$7.43K ﹤0.01% 435
2024
Q2 		$10K Buy
+511
New +$9.06K ﹤0.01% 427

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Picton Mahoney Asset Management's FISI Position: Q1 2025 in Review

Picton Mahoney Asset Management sold out of Financial Institutions (FISI) in Q1 2025, closing a stake of 1,196 shares — an estimated $32K sold.

Picton Mahoney Asset Management first reported a position in FISI in Q2 2024 and held it in 3 quarters. The position peaked at $32K in Q4 2024. 134 funds tracked by Wall St. Rank hold FISI as of Q1 2025.

  • Picton Mahoney Asset Management reported no remaining Financial Institutions position as of Q1 2025 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 1,196 Financial Institutions shares in Q1 2025, an estimated $32K.
  • Picton Mahoney Asset Management first reported a position in Financial Institutions in Q2 2024 and held it in 3 quarters.
  • Picton Mahoney Asset Management's Financial Institutions position peaked at $32K in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2025, filed 7 May 2025.