Financial Institutions shares owned by Wellington Management Company
Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Financial Institutions
Tip: Access up to 7 years of quarterly data
All positions including Financial Institutions held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Financial Institutions by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 737k | 27.20 |
| 2025-06-30 | $14M | 550k | 25.68 |
| 2025-03-31 | $15M | 612k | 24.96 |
| 2024-12-31 | $18M | 670k | 27.29 |
| 2016-09-30 | $17M | 613k | 27.11 |
| 2016-06-30 | $21M | 787k | 26.07 |
| 2016-03-31 | $32M | 1.1M | 29.07 |
| 2015-12-31 | $30M | 1.1M | 28.00 |
| 2015-09-30 | $25M | 1.0M | 24.78 |
| 2015-06-30 | $21M | 856k | 24.84 |
| 2015-03-31 | $17M | 749k | 22.93 |
| 2014-12-31 | $23M | 906k | 25.15 |
| 2014-06-30 | $22M | 927k | 23.42 |
| 2014-03-31 | $23M | 1.0M | 23.02 |
| 2013-09-30 | $21M | 1.0M | 20.46 |
| 2013-06-30 | $20M | 1.1M | 18.41 |
| 2013-03-31 | $19M | 957k | 19.96 |
| 2012-12-31 | $18M | 951k | 18.63 |
| 2012-09-30 | $16M | 846k | 18.64 |
| 2012-06-30 | $14M | 804k | 16.88 |
| 2012-03-31 | $13M | 770k | 16.17 |
| 2011-12-31 | $11M | 689k | 16.14 |
| 2011-09-30 | $9.7M | 682k | 14.26 |
| 2011-06-30 | $8.7M | 527k | 16.42 |
More positions owned by Wellington Management Company
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