Filing Research | FISI - Financial Institutions, Inc Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	154.1KSH	$6.0M
2	COURIER CAPITAL LLC	Shares	119.1KSH	$4.6M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.1KSH	$548.5K
4	CARY STREET PARTNERS FINANCIAL LLC	Shares	7.5KSH	$290.3K
5	Police & Firemen's Retirement System of New Jersey	Shares	6.0KSH	$233.8K
6	TOMPKINS FINANCIAL CORP	Shares	2.7KSH	$106.7K
7	FIRST HORIZON CORP	Shares	641SH	$25.0K
8	GAMMA Investing LLC	Shares	546SH	$21.3K
9	EverSource Wealth Advisors, LLC	Shares	397SH	$15.5K
10	Versant Capital Management, Inc	Shares	274SH	$10.7K
11	SBI Securities Co., Ltd.	Shares	255SH	$9.9K
12	Farther Finance Advisors, LLC	Shares	254SH	$9.9K
13	IFP Advisors, Inc	Shares	124SH	$4.8K
14	True Wealth Design, LLC	Shares	40SH	$1.6K
15	SJS Investment Consulting Inc.	Shares	11SH	$429
16	Wealth Enhancement Trust Services, Inc.	Shares	6SH	$234
17	GHP Investment Advisors, Inc.	Shares	1SH	$39
18	Hughes Financial Services, LLC	Shares	1SH	$39
19	Capital Advisors, Ltd. LLC	Shares	39SH	$2

Manager changes2026-06-30 vs 2026-03-31

18 / 18 loaded

#		Instrument
1	COURIER CAPITAL LLC added	Shares	+1.9K	+$926.2K	$4.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+14.1K	+$548.5K	$548.5K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+1.2K	+$80.3K	$233.8K
4	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$54.1K	$290.3K
5	FIRST HORIZON CORP new	Shares	+641	+$25.0K	$25.0K
6	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$19.9K	$106.7K
7	SBI Securities Co., Ltd. added	Shares	+167	+$7.1K	$9.9K
8	IFP Advisors, Inc added	Shares	+122	+$4.8K	$4.8K
9	GAMMA Investing LLC unchanged	Shares	0	+$4.0K	$21.3K
10	Versant Capital Management, Inc unchanged	Shares	0	+$2.0K	$10.7K
11	Farther Finance Advisors, LLC added	Shares	+7	+$2.0K	$9.9K
12	True Wealth Design, LLC unchanged	Shares	0	+$290	$1.6K
13	Wealth Enhancement Trust Services, Inc. new	Shares	+6	+$234	$234
14	SJS Investment Consulting Inc. added	Shares	+2	+$143	$429
15	Hughes Financial Services, LLC new	Shares	+1	+$39	$39
16	GHP Investment Advisors, Inc. unchanged	Shares	0	+$7	$39
17	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$2
18	EverSource Wealth Advisors, LLC trimmed	Shares	-1.2K	-$36.7K	$15.5K

Filing Research | FISI - Financial Institutions, Inc Institutional Holdings