IFP Advisors »

Financial Institutions shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Institutions by IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $62 2 31.00
2025-09-30 $54 2 27.00
2025-06-30 $0 0 0.00
2025-03-31 $100 4 25.00
2024-12-31 $109 4 27.25
2016-12-31 $0 4 0.00
2016-09-30 $0 4 0.00
2016-06-30 $0 4 0.00
2016-03-31 $0 4 0.00
2015-12-31 $0 4 0.00