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Summit Securities Group’s Financial Institutions FISI Stock Holding History

Summit Securities Group’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
-604
Closed -$15.1K – 1186
2025
Q1 		$15.1K Buy
+604
New +$16.3K ﹤0.01% 504
2014
Q2 		– Sell
-1
Closed – – 602
2014
Q1 		$0 Buy
+1
New +$22 ﹤0.01% 464

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Summit Securities Group's FISI Position: Q2 2025 in Review

Summit Securities Group sold out of Financial Institutions (FISI) in Q2 2025, closing a stake of 604 shares — an estimated $15.1K sold.

Summit Securities Group first reported a position in FISI in Q1 2014 and held it in 2 quarters. The position peaked at $15.1K in Q1 2025. 128 funds tracked by Wall St. Rank hold FISI as of Q2 2025.

  • Summit Securities Group reported no remaining Financial Institutions position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 604 Financial Institutions shares in Q2 2025, an estimated $15.1K.
  • Summit Securities Group first reported a position in Financial Institutions in Q1 2014 and held it in 2 quarters.
  • Summit Securities Group's Financial Institutions position peaked at $15.1K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.