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Financial Institutions shares owned by ESL Trust Services

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

Historical chart of ESL Trust Services investment in Financial Institutions

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

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Quarterly reported holdings in Financial Institutions by ESL Trust Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1k 150 27.20

More positions owned by ESL Trust Services

Ishares Core S&p 500 Mutual Fund/sto (IVV)
Spdr Portfolio S&p 500 Growth Mutual Fund/sto (SPYG)
Avantis Intl Eq Etf Mutual Fund/sto (AVDE)
Vanguard International Dividend Mutual Fund/sto (VIGI)
Schwab Us Dividend Equity Etf Mutual Fund/sto (SCHD)
Ishares Core S&p Mid-cap Mutual Fund/sto (IJH)
Wisdomtree Em Mkts Ex-stt Ownd Mutual Fund/sto (XSOE)
Flexshares Global Quality Real Mutual Fund/sto (GQRE)
Ishares Faln Angls Usd Bd Etf Mutual Fund/cor (FALN)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Intermediate-term Bond Mutual Fund/gov (BIV)
Avantis Us Large Cap Value Etf Mutual Fund/sto (AVLV)
Jpmorgan Mortgage-backed Mutual Fund/gov (JMTG)
Ishares Aaa - A Rated Corporate Mutual Fund/cor (QLTA)
SPDR S&P 500 Mutual Fund/sto (SPY)

View all positions for ESL Trust Services

Top funds holding Financial Institutions

PL Capital Advisors
BlackRock
Vanguard Group
Dimensional Fund Advisors
Adage Capital Partners GP
Wellington Management Company
State Street Corporation
Geode Capital Management
ProShare Advisors
Jpmorgan Chase & Co
Hotchkis and Wiley Capital Management
Verition Fund Management
Commonwealth Equity Services
Fourthstone
Renaissance Technologies

View all funds holding Financial Institutions