Wellington Management Group’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
549,527
-62,606
| -10% | -$1.61M | ﹤0.01% | 1098 |
|
|
2025
Q1 | $15.3M | Sell |
612,133
-58,222
| -9% | -$1.45M | ﹤0.01% | 1060 |
|
|
2024
Q4 | $18.3M | Buy |
+670,355
| New | +$18.3M | ﹤0.01% | 996 |
|
|
2016
Q4 | – | Sell |
-613,272
| Closed | -$16.6M | – | 2183 |
|
|
2016
Q3 | $16.6M | Sell |
613,272
-173,917
| -22% | -$4.71M | ﹤0.01% | 1038 |
|
|
2016
Q2 | $20.5M | Sell |
787,189
-303,039
| -28% | -$7.9M | 0.01% | 934 |
|
|
2016
Q1 | $31.7M | Buy |
1,090,228
+34,907
| +3% | +$1.01M | 0.01% | 789 |
|
|
2015
Q4 | $29.5M | Buy |
1,055,321
+30,528
| +3% | +$855K | 0.01% | 833 |
|
|
2015
Q3 | $25.4M | Buy |
1,024,793
+169,308
| +20% | +$4.2M | 0.01% | 891 |
|
|
2015
Q2 | $21.3M | Buy |
855,485
+106,717
| +14% | +$2.65M | 0.01% | 997 |
|
|
2015
Q1 | $17.2M | Sell |
748,768
-157,592
| -17% | -$3.61M | ﹤0.01% | 1087 |
|
|
2014
Q4 | $22.8M | Sell |
906,360
-12,185
| -1% | -$306K | 0.01% | 1002 |
|
|
2014
Q3 | $20.6M | Sell |
918,545
-8,900
| -1% | -$200K | 0.01% | 1000 |
|
|
2014
Q2 | $21.7M | Sell |
927,445
-89,198
| -9% | -$2.09M | 0.01% | 1009 |
|
|
2014
Q1 | $23.4M | Sell |
1,016,643
-24,215
| -2% | -$557K | 0.01% | 975 |
|
|
2013
Q4 | $25.7M | Buy |
1,040,858
+6,200
| +0.6% | +$153K | 0.01% | 922 |
|
|
2013
Q3 | $21.2M | Sell |
1,034,658
-52,500
| -5% | -$1.07M | 0.01% | 978 |
|
|
2013
Q2 | $20M | Buy |
+1,087,158
| New | +$20M | 0.01% | 970 |
|