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PL Capital Advisors’s Financial Institutions FISI Stock Holding History

PL Capital 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
2026
Q2 		$70.8M Hold
1,816,102
– – 19.67% 1
2026
Q1 		$57.6M Buy
1,816,102
+13,311
+0.7% +$428K 17.37% 1
2025
Q4 		$56.2M Buy
1,802,791
+27,905
+2% +$822K 17.71% 2
2025
Q3 		$48.3M Buy
1,774,886
+413,376
+30% +$11M 16.02% 2
2025
Q2 		$35M Buy
1,361,510
+100,500
+8% +$2.51M 11.67% 3
2025
Q1 		$31.5M Buy
1,261,010
+763,259
+153% +$20.6M 10.57% 3
2024
Q4 		$13.6M Sell
497,751
-1,273,765
-72% -$33.5M 4.64% 8
2024
Q3 		$29.1M Buy
1,771,516
+1,422,765
+408% +$34M 10.35% 3
2024
Q2 		$6.74M Buy
348,751
+47,470
+16% +$842K 2.8% 12
2024
Q1 		$5.67M Buy
301,281
+112,481
+60% +$2.22M 2.16% 15
2023
Q4 		$4.02M Sell
188,800
-15,000
-7% -$268K 1.39% 22
2023
Q3 		$3.43M Hold
203,800
– – 1.37% 22
2023
Q2 		$3.21M Sell
203,800
-25,000
-11% -$423K 1.28% 22
2023
Q1 		$4.41M Hold
228,800
– – 1.55% 18
2022
Q4 		$5.57M Buy
228,800
+103,800
+83% +$2.55M 1.53% 18
2022
Q3 		$2.41M Buy
125,000
+63,800
+104% +$1.66M 0.7% 27
2022
Q2 		$1.3M Buy
61,200
+11,200
+22% +$311K 0.37% 35
2022
Q1 		$1.51M Hold
50,000
– – 0.39% 36
2021
Q4 		$1.59M Buy
+50,000
New +$1.6M 0.39% 34

Other funds holding FISI

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PL Capital Advisors's FISI Position: Q2 2026 in Review

PL Capital Advisors held its Financial Institutions (FISI) position steady in Q2 2026 at 1,816,102 shares worth $70.8M. The position accounts for 19.67% of the portfolio, ranked #1.

PL Capital Advisors first reported a position in FISI in Q4 2021 and has held it in 19 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • PL Capital Advisors held 1,816,102 shares of Financial Institutions worth $70.8M as of Q2 2026.
  • PL Capital Advisors left its Financial Institutions share count unchanged in Q2 2026.
  • Financial Institutions made up 19.67% of PL Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • PL Capital Advisors first reported a position in Financial Institutions in Q4 2021 and has held it in 19 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on PL Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.