Financial Institutions shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Financial Institutions
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All positions including Financial Institutions held by O'shaughnessy Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Financial Institutions by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 62k | 27.20 |
| 2025-06-30 | $1.7M | 68k | 25.68 |
| 2022-09-30 | $343k | 14k | 24.09 |
| 2022-03-31 | $627k | 21k | 30.14 |
| 2021-12-31 | $562k | 18k | 31.81 |
| 2021-09-30 | $527k | 17k | 30.71 |
| 2021-06-30 | $77k | 2.6k | 29.83 |
| 2021-03-31 | $52k | 1.7k | 30.14 |
| 2020-12-31 | $27k | 1.2k | 22.15 |
| 2020-09-30 | $47k | 3.1k | 15.33 |
| 2020-06-30 | $41k | 2.2k | 18.56 |
| 2020-03-31 | $276k | 15k | 18.17 |
| 2019-12-31 | $150k | 4.7k | 32.15 |
| 2019-09-30 | $65k | 2.1k | 30.36 |
| 2019-06-30 | $41k | 1.4k | 29.50 |
| 2017-03-31 | $191k | 5.8k | 32.95 |
| 2016-12-31 | $1.2M | 34k | 34.20 |
| 2016-09-30 | $1.1M | 41k | 27.10 |
| 2016-06-30 | $1.2M | 46k | 26.06 |
| 2016-03-31 | $1.2M | 42k | 29.19 |
| 2015-12-31 | $154k | 5.5k | 28.06 |
More positions owned by O'shaughnessy Asset Management
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