Financial Institutions shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Financial Institutions
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Quarterly reported holdings in Financial Institutions by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19k | 698 | 27.32 |
| 2025-06-30 | $88k | 3.2k | 27.23 |
| 2025-03-31 | $72k | 2.9k | 24.96 |
| 2024-12-31 | $59k | 2.3k | 25.62 |
| 2024-09-30 | $91k | 3.6k | 25.48 |
| 2024-03-31 | $54k | 2.8k | 18.86 |
| 2023-12-31 | $188k | 8.8k | 21.31 |
| 2023-09-30 | $61k | 3.6k | 16.86 |
| 2023-06-30 | $75k | 4.7k | 15.76 |
| 2023-03-31 | $55k | 2.8k | 19.36 |
| 2022-12-31 | $72k | 3.0k | 24.23 |
| 2022-09-30 | $36k | 1.5k | 24.55 |
| 2022-06-30 | $40k | 1.5k | 26.37 |
| 2022-03-31 | $48k | 1.6k | 30.64 |
| 2021-12-31 | $51k | 1.6k | 32.14 |
| 2021-09-30 | $30k | 954 | 31.35 |
| 2021-06-30 | $5.5k | 192 | 28.57 |
| 2021-03-31 | $55k | 1.9k | 28.85 |
| 2020-12-31 | $37k | 1.9k | 19.42 |
| 2020-09-30 | $41k | 2.1k | 19.80 |
| 2020-06-30 | $3.0k | 139 | 21.58 |
| 2020-03-31 | $3.0k | 152 | 19.74 |