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Financial Institutions shares owned by Capital Advisors

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

Historical chart of Capital Advisors investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Institutions by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $999 39 25.64
2023-12-31 $999 39 25.64
2023-09-30 $999 39 25.64
2023-06-30 $999 39 25.64
2023-03-31 $0 8 0.00

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

Top funds holding Financial Institutions

Dimensional Fund Advisors
Vanguard Group
Commonwealth Equity Services
LSV Asset Management
Courier Capital Corp
Canandaigua National Bank and Trust Company
PL Capital Advisors
Hotchkis and Wiley Capital Management
Bank of New York Mellon
Arrowstreet Capital, Limited Partnership
Jpmorgan Chase & Co
Charles Schwab Investment Management
Millennium Management
Goldman Sachs Group
Federated Investors

View all funds holding Financial Institutions