Financial Institutions shares owned by Essential Partners
Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Essential Partners
from 13F filings
Historical chart of Essential Partners investment in Financial Institutions
Tip: Access up to 7 years of quarterly data
All positions including Financial Institutions held by Essential Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Institutions by Essential Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.3k | 71 | 31.70 |
| 2025-12-31 | $2.2k | 70 | 31.17 |
| 2025-09-30 | $1.7k | 63 | 27.21 |
| 2025-06-30 | $1.1k | 41 | 25.68 |