Financial Institutions shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Financial Institutions
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Quarterly reported holdings in Financial Institutions by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $420k | 14k | 31.17 |
| 2022-06-30 | $28k | 1.1k | 26.10 |
| 2022-03-31 | $16k | 518 | 30.89 |
| 2021-12-31 | $14k | 441 | 31.75 |
| 2021-09-30 | $13k | 409 | 31.78 |
| 2021-06-30 | $12k | 409 | 29.34 |
| 2021-03-31 | $13k | 435 | 29.89 |
| 2020-12-31 | $999 | 26 | 38.46 |
| 2020-09-30 | $0 | 26 | 0.00 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors