Susquehanna Fundamental Investments’s Financial Institutions FISI Stock Holding History

Susquehanna Fundamental Investments’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	$631K	Sell	16,185 -3,946	-20%	-$140K	0.01%	525
2026 Q1	$638K	Buy	20,131 +8,656	+75%	+$278K	0.02%	338
2025 Q4	$358K	Buy	11,475 +88	+0.8%	+$2.59K	0.01%	469
2025 Q3	$310K	Sell	11,387 -1,050	-8%	-$28K	0.01%	478
2025 Q2	$319K	Hold	12,437	–	–	0.01%	612
2025 Q1	$310K	Buy	+12,437	New	+$336K	﹤0.01%	948

Other funds holding FISI

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

Susquehanna Fundamental Investments's FISI Position: Q2 2026 in Review

Susquehanna Fundamental Investments reduced its Financial Institutions (FISI) stake by 20% in Q2 2026, selling an estimated $140K and leaving 16,185 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #525.

Susquehanna Fundamental Investments first reported a position in FISI in Q1 2025 and has held it in 6 quarters since. The position peaked at $638K in Q1 2026. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

Susquehanna Fundamental Investments held 16,185 shares of Financial Institutions worth $631K as of Q2 2026.
Susquehanna Fundamental Investments sold 3,946 Financial Institutions shares in Q2 2026, an estimated $140K.
Financial Institutions made up 0.01% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #525 holding.
Susquehanna Fundamental Investments first reported a position in Financial Institutions in Q1 2025 and has held it in 6 quarters since.
Susquehanna Fundamental Investments's Financial Institutions position peaked at $638K in Q1 2026.
159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.