Stonebrook Private Inc.

Position in FISI — Financial Institutions Inc

CIK 2008738 NORTHVILLE, MI

Position in FISI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$341,338

+$65,937 QoQ

Shares Held

8,759

+0.9% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#93

of 158 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stonebrook Private Inc. holds $1,246,085 across 5 Banks - Regional names. FISI ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	1,624	$399,861
2	FISI	Financial Institutions Inc This page	8,759	$341,338
3	USB	US Bancorp \De\	3,465	$209,286
4	MFG	Mizuho Financial Group Inc	20,586	$197,213
5	LYG	Lloyds Banking Group plc	16,876	$98,387

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,338	8,759	+0.9%	Shares	Sole	2026-08-14
2026-03-31	$275,401	8,685	+0.2%	Shares	Sole	2026-05-11
2025-12-31	$270,212	8,669	+0.2%	Shares	Sole	2026-02-11
2025-09-30	$235,361	8,653	-0.6%	Shares	Sole	2025-11-10
2025-06-30	$223,441	8,701	+0.2%	Shares	Sole	2025-08-11
2025-03-31	$216,752	8,684	+0.2%	Shares	Sole	2025-04-30
2024-12-31	$236,577	8,669	+1.2%	Shares	Sole	2025-02-14
2024-09-30	$218,201	8,567	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.