SRS Capital Advisors »

Financial Institutions shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

All positions including Financial Institutions held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Institutions by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $16k 614 25.47
2024-06-30 $12k 614 19.32

More positions owned by SRS Capital Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital Advisors

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