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Financial Institutions shares owned by Smartleaf Asset Management

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Smartleaf Asset Management from 13F filings

Historical chart of Smartleaf Asset Management investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Institutions by Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7k 265 25.18
2024-06-30 $5.1k 285 18.02

More positions owned by Smartleaf Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard World Mega Cap Val Etf (MGV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Alphabet Cap Stk Cl A (GOOGL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Smartleaf Asset Management

Top funds holding Financial Institutions

PL Capital Advisors
BlackRock
BlackRock
Dimensional Fund Advisors
Vanguard Group
Commonwealth Equity Services
Geode Capital Management
Courier Capital Corp
LSV Asset Management
Acadian Asset Management
American Century Companies
Renaissance Technologies
Canandaigua National Bank and Trust Company
State Street Corporation
Morgan Stanley

View all funds holding Financial Institutions