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Financial Institutions shares owned by CWM

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

Historical chart of CWM investment in Financial Institutions

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

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Quarterly reported holdings in Financial Institutions by CWM

Quarter filed Position value Share count Share price at filing
2024-12-31 $233k 8.5k 27.30
2024-09-30 $208k 8.2k 25.45
2024-06-30 $105k 5.4k 19.31
2024-03-31 $41k 2.2k 18.88
2023-12-31 $33k 1.6k 21.07
2023-09-30 $9.0k 534 16.85
2023-06-30 $999 91 10.99
2023-03-31 $4.0k 201 19.90
2022-12-31 $5.0k 201 24.88
2022-09-30 $5.0k 201 24.88