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Financial Institutions shares owned by Larson Financial Group

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

Historical chart of Larson Financial Group investment in Financial Institutions

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

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Quarterly reported holdings in Financial Institutions by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 1.2k 27.20
2025-06-30 $924 36 25.67
2024-12-31 $6.6k 241 27.29

More positions owned by Larson Financial Group

Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Capital Group Global Equity SHS (CGGE)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Larson Financial Group

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