Simplex Trading
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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
2026
Q1 		$82.4K Buy
2,600
+600
+30% +$19.3K ﹤0.01% 5310
2025
Q4 		$62.3K Buy
+2,000
New +$58.9K ﹤0.01% 5457
2025
Q1 		– Sell
-100
Closed -$2K – 9168
2024
Q4 		$2K Buy
+100
New +$2.63K ﹤0.01% 7999
2023
Q3 		– Sell
-4,800
Closed -$75K – 9396
2023
Q2 		$75K Buy
+4,800
New +$81.2K ﹤0.01% 5407

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $180M AUM 23.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return