Stonebrook Private’s Financial Institutions FISI Stock Holding History

Stonebrook Private’s Portfolio FISI Stock Details FISI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$275K	Buy
2025 Q4	$270K	Buy
2025 Q3	$235K	Sell
2025 Q2	$223K	Buy
2025 Q1	$217K	Buy
2024 Q4	$237K	Buy
2024 Q3	$218K	Buy