Financial Institutions shares owned by CWM
Historical chart of CWM investment in Financial Institutions
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Quarterly reported holdings in Financial Institutions by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 8.5k | 27.19 |
| 2025-06-30 | $213k | 8.3k | 25.67 |
| 2025-03-31 | $230k | 9.2k | 24.94 |
| 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 |