Hillsdale Investment Management Inc.
Position in FISI — Financial Institutions Inc
CIK 1368465
Toronto, A6
Position in FISI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,711,324
+$2,320,358 QoQ
Shares Held
249,200
+6.9% QoQ
Ownership
1.26%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#15
of 157 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in FISI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Hillsdale Investment Management Inc. holds $103,557,803 across 37 Banks - Regional names. FISI ranks #1 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FISI |
Financial Institutions Inc
This page
|
249,200 | $9,711,324 | |
| 2 | OFG |
Ofg Bancorp
|
187,600 | $9,205,532 | |
| 3 | RBB |
RBB Bancorp
|
327,169 | $8,969,338 | |
| 4 | CARE |
Carter Bankshares, Inc.
|
263,657 | $8,966,974 | |
| 5 | TMP |
Tompkins Financial Corp
|
94,400 | $8,922,688 | |
| 6 | UMBF |
Umb Financial Corp
|
51,060 | $7,289,325 | |
| 7 | BWFG |
Bankwell Financial Group, Inc.
|
111,000 | $6,521,250 | |
| 8 | FBIZ |
First Business Financial Services, Inc.
|
91,671 | $5,790,857 |
All Filings in FISI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,711,324 | 249,200 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,390,966 | 233,080 | Shares | Sole | 2026-05-04 | |
| 2024-12-31 | $136,450 | 5,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $241,965 | 9,500 | Shares | Sole | 2024-11-12 | |
| 2020-03-31 | $1,691,355 | 93,239 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||