WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in FISI — Financial Institutions Inc

CIK 1632972 PLYMOUTH, MN

Position in FISI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$550,178

+$203,038 QoQ

Shares Held

14,118

+26.8% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 23 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. FISI ranks #94 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	291,021	$71,655,190
2	USB	US Bancorp De	582,496	$35,182,758
3	TFC	Truist Financial Corp	606,292	$30,205,467
4	MTB	M&T Bank Corp	84,778	$20,178,011
5	BPOP	Popular, Inc.	87,108	$14,301,391
6	CFG	Citizens Financial Group Inc/Ri	198,819	$13,931,247
7	HBAN	Huntington Bancshares Inc /Md/	737,223	$13,070,963
8	EWBC	East West Bancorp Inc	82,955	$10,708,660

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$550,178	14,118	+26.8%	Shares	Sole	2026-07-15
2025-12-31	$347,140	11,137	+1.1%	Shares	Sole	2026-01-08
2025-09-30	$299,499	11,011	+3.4%	Shares	Sole	2025-10-29
2025-06-30	$273,440	10,648	-10.7%	Shares	Sole	2025-07-10
2025-03-31	$297,523	11,920	-18.7%	Shares	Sole	2025-04-16
2024-12-31	$400,044	14,659	-0.5%	Shares	Sole	2025-03-17
2024-09-30	$375,224	14,732	+20.0%	Shares	Sole	2024-10-24
2024-06-30	$237,172	12,276	+11.0%	Shares	Sole	2024-07-16
2024-03-31	$208,149	11,060	-1.5%	Shares	Sole	2024-04-15
2023-12-31	$239,177	11,229	+4.7%	Shares	Sole	2024-01-30
2023-09-30	$180,501	10,725	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.