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Financial Institutions shares owned by Basecamp Wealth Advisors

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Basecamp Wealth Advisors from 13F filings

Historical chart of Basecamp Wealth Advisors investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

All positions including Financial Institutions held by Basecamp Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Institutions by Basecamp Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2k 69 31.71
2025-12-31 $1.1k 36 31.17

More positions owned by Basecamp Wealth Advisors

Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index Fds Tt Wrld St Etf Tt Wrld St Etf (VT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)
Amazon (AMZN)
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)
Sprott Physical Gold Trust Unit Isin #ca85207h1047 Sedol #byvw239 Physical Gold Tr (PHYS)
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)
Vanguard Total International Stock Index Fund Vg Tl Intl Stk F (VXUS)
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)
Ishares Russell 1000 Index Fund Rus 1000 Etf (IWB)

View all positions for Basecamp Wealth Advisors

Top funds holding Financial Institutions

PL Capital Advisors
BlackRock
Dimensional Fund Advisors
Adage Capital Partners GP
Wellington Management Company
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Ategra Capital Management
Acadian Asset Management
Raymond James Financial
Two Sigma Investments
Morgan Stanley
Alliancebernstein
Goldman Sachs Group

View all funds holding Financial Institutions