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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
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 $332M AUM 17.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Stone House Investment Management's FISI Position: Q1 2026 in Review

Stone House Investment Management held its Financial Institutions (FISI) position steady in Q1 2026 at 115 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Stone House Investment Management first reported a position in FISI in Q3 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • Stone House Investment Management held 115 shares of Financial Institutions worth $3.65K as of Q1 2026.
  • Stone House Investment Management left its Financial Institutions share count unchanged in Q1 2026.
  • Financial Institutions made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #507 holding.
  • Stone House Investment Management first reported a position in Financial Institutions in Q3 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.