Palisades Investment Partners, LLC
Position in FISI — Financial Institutions Inc
CIK 1427373
SANTA MONICA, CA
Position in FISI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,877,689
+$1,232,048 QoQ
Shares Held
150,826
+3.0% QoQ
Ownership
0.765%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#27
of 159 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in FISI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Palisades Investment Partners, LLC holds $11,473,949 across 2 Banks - Regional names. FISI ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FISI |
Financial Institutions Inc
This page
|
150,826 | $5,877,689 | |
| 2 | FFBC |
First Financial Bancorp /Oh/
|
165,423 | $5,596,260 |
All Filings in FISI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,877,689 | 150,826 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,645,641 | 146,504 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,393,162 | 140,942 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,740,598 | 137,522 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,516,002 | 136,916 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,448,149 | 138,147 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,780,401 | 138,527 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,228,959 | 126,775 | Shares | Sole | 2025-02-18 | |
| 2024-06-30 | $2,306,556 | 119,387 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||