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 csvQuarterly reported holdings in Financial Institutions by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65k | 2.4k | 27.20 |
| 2025-06-30 | $874 | 34 | 25.71 |
| 2025-03-31 | $849 | 34 | 24.97 |
| 2024-12-31 | $17k | 614 | 27.29 |
| 2024-09-30 | $16k | 614 | 25.47 |
| 2024-06-30 | $12k | 614 | 19.32 |