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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

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

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Quarterly 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