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SJS Investment Consulting’s Financial Institutions FISI Stock Holding History

SJS Investment Consulting’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 		$429 Buy
11
+2
+22% +$71 ﹤0.01% 2313
2026
Q1 		$286 Buy
+9
New +$290 ﹤0.01% 1907

Other funds holding FISI

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PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

SJS Investment Consulting's FISI Position: Q2 2026 in Review

SJS Investment Consulting increased its Financial Institutions (FISI) stake by 22% in Q2 2026, buying an estimated $71 and bringing the position to 11 shares worth $429. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

SJS Investment Consulting first reported a position in FISI in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • SJS Investment Consulting held 11 shares of Financial Institutions worth $429 as of Q2 2026.
  • SJS Investment Consulting bought 2 Financial Institutions shares in Q2 2026, an estimated $71.
  • Financial Institutions made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2313 holding.
  • SJS Investment Consulting first reported a position in Financial Institutions in Q1 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.