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IEQ CAPITAL, LLC

Position in FISI — Financial Institutions Inc

CIK 1779789 Foster City, CA

Position in FISI

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$434,281
+$119,591 QoQ
Shares Held
11,144
+12.3% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 159 holders
Holding Since
Mar 2026
2 quarters on record

Common Shares in FISI Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $347,750,836 across 134 Banks - Regional names. FISI ranks #97 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in FISI

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $434,281 11,144
2026-03-31 $314,690 9,924