FISI FINANCIAL INSTNS INC

Ownership history in Advisory Services Network, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FINANCIAL INSTNS INC (FISI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,937 -8,000 -80.5% 0.00% $53K $26.66
2025 Q1 ADDED 9,937 +9,746 +5102.6% 0.00% $248K $23.89
2020 Q3 INITIATED 191 0.00% $3K $11.80
% of Fund (quarterly)    FISI price (monthly, adj. close)
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