SBH
FISI icon

Segall Bryant & Hamill’s Financial Institutions FISI Stock Holding History

Segall Bryant & Hamill’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 		$2.96M Buy
76,010
+32,695
+75% +$1.16M 0.04% 395
2026
Q1 		$1.37M Sell
43,315
-28,670
-40% -$922K 0.02% 463
2025
Q4 		$2.24M Sell
71,985
-39
-0.1% -$1.15K 0.03% 415
2025
Q3 		$1.96M Sell
72,024
-465
-0.6% -$12.4K 0.03% 434
2025
Q2 		$1.86M Sell
72,489
-8,752
-11% -$218K 0.03% 442
2025
Q1 		$2.03M Sell
81,241
-2,445
-3% -$66K 0.03% 427
2024
Q4 		$2.28M Buy
83,686
+30,130
+56% +$793K 0.03% 419
2024
Q3 		$1.36M Buy
+53,556
New +$1.28M 0.02% 489

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

Segall Bryant & Hamill's FISI Position: Q2 2026 in Review

Segall Bryant & Hamill increased its Financial Institutions (FISI) stake by 75% in Q2 2026, buying an estimated $1.16M and bringing the position to 76,010 shares worth $2.96M. The position accounts for 0.04% of the portfolio, ranked #395.

Segall Bryant & Hamill first reported a position in FISI in Q3 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Segall Bryant & Hamill held 76,010 shares of Financial Institutions worth $2.96M as of Q2 2026.
  • Segall Bryant & Hamill bought 32,695 Financial Institutions shares in Q2 2026, an estimated $1.16M.
  • Financial Institutions made up 0.04% of Segall Bryant & Hamill's portfolio in Q2 2026, its #395 holding.
  • Segall Bryant & Hamill first reported a position in Financial Institutions in Q3 2024 and has held it in 8 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.