COMMONWEALTH EQUITY SERVICES, LLC
Position in FISI — Financial Institutions Inc
CIK 312272
WALTHAM, MA
Position in FISI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,249,387
+$381,573 QoQ
Shares Held
57,721
-2.0% QoQ
Ownership
0.293%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#45
of 159 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in FISI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. FISI ranks #26 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
152,886 | $37,643,590 | |
| 2 | USB |
US Bancorp De
|
606,349 | $36,623,479 | |
| 3 | TFC |
Truist Financial Corp
|
598,369 | $29,810,743 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
87,174 | $13,470,126 | |
| 5 | MTB |
M&T Bank Corp
|
55,678 | $13,251,920 | |
| 6 | FITB |
Fifth Third Bancorp
|
199,782 | $11,261,711 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
548,854 | $9,731,181 | |
| 8 | INDB |
Independent Bank Corp
|
98,821 | $8,273,294 |
All Filings in FISI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,249,387 | 57,721 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,867,814 | 58,903 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,080,186 | 355,476 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,092,579 | 334,286 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,734,804 | 418,022 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,316,067 | 413,304 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $12,358,795 | 452,869 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,546,875 | 453,352 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $8,755,843 | 453,201 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,539,612 | 453,752 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $12,211,971 | 573,332 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,635,949 | 572,546 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $8,999,360 | 571,751 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,014,471 | 571,290 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,904,298 | 570,784 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $13,736,315 | 570,682 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,837,150 | 570,221 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $17,178,890 | 570,159 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $18,150,168 | 570,760 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $17,482,974 | 570,407 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $17,299,560 | 576,652 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $17,956,366 | 592,815 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $13,510,957 | 600,487 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,239,183 | 599,947 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $11,194,324 | 601,522 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $10,912,534 | 601,573 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||