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Stephens Consulting’s Financial Institutions FISI Stock Holding History

Stephens 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
2025
Q2 		– Sell
-15
Closed -$375 – 1471
2025
Q1 		$375 Buy
+15
New +$405 ﹤0.01% 1166

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Vanguard Group
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Dimensional Fund Advisors
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FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

Stephens Consulting's FISI Position: Q2 2025 in Review

Stephens Consulting sold out of Financial Institutions (FISI) in Q2 2025, closing a stake of 15 shares — an estimated $375 sold.

Stephens Consulting first reported a position in FISI in Q1 2025 and held it in 1 quarter. The position peaked at $375 in Q1 2025. 128 funds tracked by Wall St. Rank hold FISI as of Q2 2025.

  • Stephens Consulting reported no remaining Financial Institutions position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 15 Financial Institutions shares in Q2 2025, an estimated $375.
  • Stephens Consulting first reported a position in Financial Institutions in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Financial Institutions position peaked at $375 in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.