Position in FISI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,642,613
+$926,170 QoQ
Shares Held
119,133
+1.6% QoQ
Ownership
0.605%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#31
of 158 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FISI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COURIER CAPITAL LLC holds $16,798,686 across 12 Banks - Regional names. FISI ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
32,772 | $7,800,063 | |
| 2 | FISI |
Financial Institutions Inc
This page
|
119,133 | $4,642,613 | |
| 3 | RF |
Regions Financial Corp
|
25,000 | $755,000 | |
| 4 | PLBC |
Plumas Bancorp
|
10,000 | $584,400 | |
| 5 | UBSI |
United Bankshares Inc/Wv
|
11,407 | $522,782 | |
| 6 | USB |
US Bancorp \De\
|
7,788 | $470,395 | |
| 7 | LSBK |
Lake Shore Bancorp, Inc. /MD/
|
25,694 | $457,610 | |
| 8 | BVFL |
BV Financial, Inc.
|
20,913 | $442,937 |
All Filings in FISI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,642,613 | 119,133 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,716,443 | 117,201 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,612,603 | 115,900 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,617,817 | 133,008 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,484,790 | 252,523 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,800,496 | 352,584 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,609,518 | 352,126 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $8,920,587 | 350,239 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,610,821 | 342,175 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,374,070 | 338,686 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,631,748 | 217,453 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,822,840 | 108,309 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $235,690 | 14,974 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $288,698 | 14,974 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $345,010 | 14,163 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $340,903 | 14,163 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $368,521 | 14,163 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $426,731 | 14,163 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $452,418 | 14,227 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $495,395 | 16,163 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $484,890 | 16,163 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $489,577 | 16,163 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $408,667 | 18,163 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $279,710 | 18,163 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $356,623 | 19,163 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $347,616 | 19,163 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||