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Financial Institutions shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment Advisors investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Institutions by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $35k 1.4k 25.47
2024-06-30 $26k 1.4k 19.32
2024-03-31 $26k 1.4k 18.82
2023-12-31 $29k 1.4k 21.30
2023-09-30 $23k 1.4k 16.83
2023-06-30 $21k 1.4k 15.74
2023-03-31 $26k 1.4k 19.28
2022-12-31 $33k 1.4k 24.01
2022-09-30 $32k 1.4k 23.53
2022-06-30 $35k 1.4k 25.74
2022-03-31 $41k 1.4k 30.15
2021-12-31 $43k 1.4k 31.62
2021-09-30 $42k 1.4k 30.88
2021-06-30 $41k 1.4k 30.15
2021-03-31 $41k 1.4k 30.15
2020-12-31 $31k 1.4k 22.79
2020-09-30 $21k 1.4k 15.44
2020-06-30 $25k 1.4k 18.38
2020-03-31 $25k 1.4k 18.38
2019-12-31 $44k 1.4k 32.35
2019-09-30 $34k 1.1k 29.98
2019-06-30 $33k 1.1k 29.10
2019-03-31 $31k 1.1k 27.34
2018-12-31 $29k 1.1k 25.57
2018-09-30 $36k 1.1k 31.75
2018-06-30 $37k 1.1k 32.63
2018-03-31 $34k 1.1k 29.98
2017-12-31 $35k 1.1k 30.86
2017-09-30 $30k 1.1k 26.46
2017-06-30 $34k 1.1k 29.98
2017-03-31 $37k 1.1k 32.63