Financial Institutions shares owned by Brian McDonald
Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in Financial Institutions
Tip: Access up to 7 years of quarterly data
All positions including Financial Institutions held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Financial Institutions by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45k | 1.6k | 27.20 |
| 2025-06-30 | $30k | 1.2k | 25.68 |
| 2025-03-31 | $13k | 537 | 24.96 |
| 2024-12-31 | $15k | 537 | 27.29 |
| 2024-09-30 | $14k | 537 | 25.47 |
| 2024-06-30 | $10k | 537 | 19.32 |
| 2024-03-31 | $2.1k | 111 | 18.82 |
| 2023-09-30 | $3.1k | 187 | 16.83 |
| 2023-06-30 | $0 | 315 | 0.00 |