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Financial Institutions shares owned by Continuum Advisory

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

Historical chart of Continuum Advisory investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Institutions by Continuum Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1k 187 27.04

More positions owned by Continuum Advisory

Capital Group Dividend Value Etf Etf (CGDV)
Apple Stock (AAPL)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)
Vanguard Extended Market Etf Etf (VXF)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard Total Bond Market Etf Etf (BND)
Barnes Group Stock (B)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Nvidia Corporation Stock (NVDA)
Vanguard Large-cap Etf Etf (VV)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Continuum Advisory

Top funds holding Financial Institutions

BlackRock
Dimensional Fund Advisors
Vanguard Group
Wellington Management Company
PL Capital Advisors
Commonwealth Equity Services
American Century Companies
Adage Capital Partners GP
Verition Fund Management
Courier Capital Corp
Geode Capital Management
Acadian Asset Management
LSV Asset Management
Fourthstone
Renaissance Technologies

View all funds holding Financial Institutions