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Smartleaf Asset Management’s Financial Institutions FISI Stock Holding History

Smartleaf Asset Management’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 		$25.5K Hold
657
– – ﹤0.01% 1879
2026
Q1 		$20.4K Sell
657
-105
-14% -$3.38K ﹤0.01% 1942
2025
Q4 		$23.9K Buy
762
+742
+3,710% +$21.9K ﹤0.01% 1938
2025
Q3 		$542 Hold
20
– – ﹤0.01% 2841
2025
Q2 		$518 Sell
20
-285
-93% -$7.11K ﹤0.01% 2583
2025
Q1 		$7.63K Buy
305
+20
+7% +$540 ﹤0.01% 2030
2024
Q4 		$7.7K Buy
285
+20
+8% +$526 ﹤0.01% 2092
2024
Q3 		$6.67K Sell
265
-20
-7% -$478 ﹤0.01% 1988
2024
Q2 		$5.13K Buy
+285
New +$5.05K ﹤0.01% 1794

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

Smartleaf Asset Management's FISI Position: Q2 2026 in Review

Smartleaf Asset Management held its Financial Institutions (FISI) position steady in Q2 2026 at 657 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Smartleaf Asset Management first reported a position in FISI in Q2 2024 and has held it in 9 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Smartleaf Asset Management held 657 shares of Financial Institutions worth $25.5K as of Q2 2026.
  • Smartleaf Asset Management left its Financial Institutions share count unchanged in Q2 2026.
  • Financial Institutions made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1879 holding.
  • Smartleaf Asset Management first reported a position in Financial Institutions in Q2 2024 and has held it in 9 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.