Bank of Finland
Long book
$1.37B
Q1 2026
Positions
4
Top-10 weight
100%
concentration
Last quarter
+13.0%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsBank of Finland is a wealth-management firm allocating client money, running a $1.37B US long book across 4 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: XTRACK MSCI USA CLIM ACT EQ, ISHARES CORE S&P 500 ETF, ISHR PAR-ALND CLIM OPT MUE-U, ISHARES CORE MSCI DEV MKTS.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.8%
Q2 2024
+6.4%
Q3 2024
-0.8%
Q4 2024
-2.6%
Q1 2025
+11.3%
Q2 2025
+6.7%
Q3 2025
+2.9%
Q4 2025
-5.1%
Q1 2026
+13.0%
Sector allocation
No sector data
Long book by quarter
What does Bank of own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 14, 2026 | 4 | $1.37B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 15, 2026 | 4 | $1.44B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 10, 2025 | 4 | $1.63B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 11, 2025 | 4 | $1.53B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 4 | $1.38B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 31, 2025 | 4 | $1.40B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 1, 2024 | 4 | $1.67B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 5, 2024 | 4 | $1.57B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 30, 2024 | 4 | $1.53B | canonical | SEC ↗ |