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Sterling Capital Management’s Financial Institutions FISI Stock Holding History

Sterling Capital 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 		$300K Buy
7,687
+7,039
+1,086% +$250K 0.01% 1069
2026
Q1 		$20.5K Sell
648
-514
-44% -$16.5K ﹤0.01% 2019
2025
Q4 		$36.2K Sell
1,162
-209
-15% -$6.16K ﹤0.01% 1929
2025
Q3 		$37.3K Buy
1,371
+858
+167% +$22.9K ﹤0.01% 1867
2025
Q2 		$13.2K Buy
513
+183
+55% +$4.57K ﹤0.01% 1966
2025
Q1 		$8.24K Sell
330
-157
-32% -$4.24K ﹤0.01% 1934
2024
Q4 		$13.3K Buy
487
+431
+770% +$11.3K ﹤0.01% 2028
2024
Q3 		$1.43K Buy
+56
New +$1.34K ﹤0.01% 2364
2019
Q3 		– Sell
-29,038
Closed -$846K – 871
2019
Q2 		$846K Hold
29,038
– – 0.01% 636
2019
Q1 		$789K Buy
29,038
+759
+3% +$21.4K 0.01% 667
2018
Q4 		$727K Hold
28,279
– – 0.01% 659
2018
Q3 		$888K Hold
28,279
– – 0.01% 667
2018
Q2 		$930K Buy
28,279
+654
+2% +$21K 0.01% 638
2018
Q1 		$818K Hold
27,625
– – 0.01% 683
2017
Q4 		$859K Buy
27,625
+3,494
+14% +$110K 0.01% 675
2017
Q3 		$695K Sell
24,131
-187
-0.8% -$5.28K 0.01% 722
2017
Q2 		$725K Hold
24,318
– – 0.01% 718
2017
Q1 		$801K Hold
24,318
– – 0.01% 686
2016
Q4 		$832K Buy
24,318
+3,123
+15% +$92.9K 0.01% 653
2016
Q3 		$575K Sell
21,195
-42
-0.2% -$1.12K 0.01% 721
2016
Q2 		$554K Hold
21,237
– – 0.01% 715
2016
Q1 		$617K Buy
21,237
+1,618
+8% +$44.1K 0.01% 679
2015
Q4 		$549K Buy
+19,619
New +$522K ﹤0.01% 704

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

Sterling Capital Management's FISI Position: Q2 2026 in Review

Sterling Capital Management increased its Financial Institutions (FISI) stake by 1,086% in Q2 2026, buying an estimated $250K and bringing the position to 7,687 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #1069.

Sterling Capital Management first reported a position in FISI in Q4 2015 and has held it in 23 quarters since. The position peaked at $930K in Q2 2018. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Sterling Capital Management held 7,687 shares of Financial Institutions worth $300K as of Q2 2026.
  • Sterling Capital Management bought 7,039 Financial Institutions shares in Q2 2026, an estimated $250K.
  • Financial Institutions made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1069 holding.
  • Sterling Capital Management first reported a position in Financial Institutions in Q4 2015 and has held it in 23 quarters since.
  • Sterling Capital Management's Financial Institutions position peaked at $930K in Q2 2018.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.