FISI FINANCIAL INSTNS INC

Ownership history in Fourthstone LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Fourthstone 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.

Peak position
4.27% (2025 Q2)
Avg. % of fund
2.09%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 254,501 -67,701 -21.0% 1.48% $7.9M $30.84
2025 Q3 REDUCED 322,202 -524,459 -61.9% 1.57% $8.8M $26.66
2025 Q2 ADDED 846,661 +299,574 +54.8% 4.27% $21.7M $24.88
2025 Q1 ADDED 547,087 +228,833 +71.9% 3.39% $13.7M $23.89
2024 Q4 ADDED 318,254 +297,904 +1463.9% 1.70% $8.7M $25.81
2024 Q3 INITIATED 20,350 0.12% $518K $23.84
% of Fund (quarterly)    FISI price (monthly, adj. close)
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