YIH
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Y-Intercept (HK)’s Financial Institutions FISI Stock Holding History

Y-Intercept (HK)’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
Q1 		– Sell
-29,072
Closed -$906K – 1719
2025
Q4 		$906K Buy
29,072
+2,608
+10% +$76.8K 0.02% 1014
2025
Q3 		$720K Buy
26,464
+8,162
+45% +$218K 0.02% 1120
2025
Q2 		$470K Buy
+18,302
New +$457K 0.01% 1228

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Y-Intercept (HK)'s FISI Position: Q1 2026 in Review

Y-Intercept (HK) sold out of Financial Institutions (FISI) in Q1 2026, closing a stake of 29,072 shares — an estimated $906K sold.

Y-Intercept (HK) first reported a position in FISI in Q2 2025 and held it in 3 quarters. The position peaked at $906K in Q4 2025. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • Y-Intercept (HK) reported no remaining Financial Institutions position as of Q1 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 29,072 Financial Institutions shares in Q1 2026, an estimated $906K.
  • Y-Intercept (HK) first reported a position in Financial Institutions in Q2 2025 and held it in 3 quarters.
  • Y-Intercept (HK)'s Financial Institutions position peaked at $906K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.