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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

Tip: Access up to 7 years of quarterly data

All positions including Financial Institutions held by O'shaughnessy Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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