Wellington Management Group’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20M | Buy |
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|
2025
Q2 | $14.1M | Sell |
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|
2025
Q1 | $15.3M | Sell |
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|
2024
Q4 | $18.3M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $16.6M | Sell |
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|
2016
Q2 | $20.5M | Sell |
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|
2016
Q1 | $31.7M | Buy |
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|
2015
Q4 | $29.5M | Buy |
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|
2015
Q3 | $25.4M | Buy |
|
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|
2015
Q2 | $21.3M | Buy |
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|
2015
Q1 | $17.2M | Sell |
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|
2014
Q4 | $22.8M | Sell |
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|
2014
Q3 | $20.6M | Sell |
|
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|
2014
Q2 | $21.7M | Sell |
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|
2014
Q1 | $23.4M | Sell |
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|
2013
Q4 | $25.7M | Buy |
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|
2013
Q3 | $21.2M | Sell |
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|
2013
Q2 | $20M | Buy |
|