Simplex Trading
FISI icon

Simplex Trading’s Financial Institutions FISI Stock Holding History

Simplex Trading’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
2024
Q2 		– Sell
-100
Closed -$1K – 9081
2024
Q1 		$1K Buy
+100
New +$1.98K ﹤0.01% 8561
2023
Q2 		– Sell
-5,800
Closed -$111K – 9264
2023
Q1 		$111K Buy
+5,800
New +$136K ﹤0.01% 5036

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

Simplex Trading's FISI Position: Q2 2026 in Review

Simplex Trading reduced its Financial Institutions (FISI) stake by 90% in Q2 2026, selling an estimated $14.4K and leaving 47 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #8666.

Simplex Trading first reported a position in FISI in Q2 2023 and has held it in 5 quarters since. The position peaked at $76K in Q2 2023. 160 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Simplex Trading held 47 shares of Financial Institutions worth $1.83K as of Q2 2026.
  • Simplex Trading sold 406 Financial Institutions shares in Q2 2026, an estimated $14.4K.
  • Financial Institutions made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8666 holding.
  • Simplex Trading first reported a position in Financial Institutions in Q2 2023 and has held it in 5 quarters since.
  • Simplex Trading's Financial Institutions position peaked at $76K in Q2 2023.
  • 160 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.