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Financial Institutions shares owned by Cobblestone Capital Advisors

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

Historical chart of Cobblestone Capital Advisors investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Institutions by Cobblestone Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $306k 12k 25.47
2024-06-30 $232k 12k 19.32
2024-03-31 $226k 12k 18.82
2023-12-31 $256k 12k 21.30
2023-09-30 $202k 12k 16.83
2023-06-30 $189k 12k 15.74

More positions owned by Cobblestone Capital Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Doubleline Etf Trust Mortgage Etf (DMBS)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)

View all positions for Cobblestone Capital Advisors

Top funds holding Financial Institutions

PL Capital Advisors
BlackRock
Dimensional Fund Advisors
Vanguard Group
Commonwealth Equity Services
Geode Capital Management
Courier Capital Corp
LSV Asset Management
Acadian Asset Management
American Century Companies
Renaissance Technologies
State Street Corporation
Canandaigua National Bank and Trust Company
Stieven Capital Advisors
Modern Wealth Management

View all funds holding Financial Institutions