Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Financial Institutions FISI Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.8M Buy
46,241
+65
+0.1% +$2.31K ﹤0.01% 1350
2026
Q1 		$1.46M Hold
46,176
– – ﹤0.01% 1367
2025
Q4 		$1.44M Buy
46,176
+76
+0.2% +$2.24K ﹤0.01% 1376
2025
Q3 		$1.25M Hold
46,100
– – ﹤0.01% 1468
2025
Q2 		$1.18M Hold
46,100
– – ﹤0.01% 1435
2025
Q1 		$1.15M Hold
46,100
– – ﹤0.01% 1410
2024
Q4 		$1.26M Buy
+46,100
New +$1.21M ﹤0.01% 927

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Universal-Beteiligungs- und Servicegesellschaft's FISI Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Financial Institutions (FISI) stake by 0.14% in Q2 2026, buying an estimated $2.31K and bringing the position to 46,241 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in FISI in Q4 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 46,241 shares of Financial Institutions worth $1.8M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 65 Financial Institutions shares in Q2 2026, an estimated $2.31K.
  • Financial Institutions made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1350 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Financial Institutions in Q4 2024 and has held it in 7 quarters since.
  • 79 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.