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FISI icon

SignatureFD’s Financial Institutions FISI Stock Holding History

SignatureFD’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
Q1 		– Sell
-19
Closed -$592 – 3521
2025
Q4 		$592 Buy
+19
New +$560 ﹤0.01% 3204
2022
Q2 		– Sell
-14
Closed – – 3181
2022
Q1 		$0 Hold
14
– – ﹤0.01% 3188
2021
Q4 		$0 Hold
14
– – ﹤0.01% 3153
2021
Q3 		$0 Buy
+14
New +$424 ﹤0.01% 3093

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

SignatureFD's FISI Position: Q1 2026 in Review

SignatureFD sold out of Financial Institutions (FISI) in Q1 2026, closing a stake of 19 shares — an estimated $592 sold.

SignatureFD first reported a position in FISI in Q3 2021 and held it in 4 quarters. The position peaked at $592 in Q4 2025. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • SignatureFD reported no remaining Financial Institutions position as of Q1 2026 after selling out during the quarter.
  • SignatureFD sold 19 Financial Institutions shares in Q1 2026, an estimated $592.
  • SignatureFD first reported a position in Financial Institutions in Q3 2021 and held it in 4 quarters.
  • SignatureFD's Financial Institutions position peaked at $592 in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.