SHIM
FISI icon

Stone House Investment Management’s Financial Institutions FISI Stock Holding History

Stone House Investment 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 		$4.48K Hold
115
– – ﹤0.01% 573
2026
Q1 		$3.65K Hold
115
– – ﹤0.01% 507
2025
Q4 		$3.58K Buy
115
+34
+42% +$1K ﹤0.01% 480
2025
Q3 		$2.2K Buy
+81
New +$2.16K ﹤0.01% 473

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 $3.38T AUM 44.17% 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

Stone House Investment Management's FISI Position: Q2 2026 in Review

Stone House Investment Management held its Financial Institutions (FISI) position steady in Q2 2026 at 115 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Stone House Investment Management first reported a position in FISI in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Stone House Investment Management held 115 shares of Financial Institutions worth $4.48K as of Q2 2026.
  • Stone House Investment Management left its Financial Institutions share count unchanged in Q2 2026.
  • Financial Institutions made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #573 holding.
  • Stone House Investment Management first reported a position in Financial Institutions in Q3 2025 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.