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Equibles

BAILARD, INC.

Position in FISI — Financial Institutions Inc

CIK 750641 Foster City, CA
Back to FISI Full portfolio

Position in FISI

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$522,198
-$92,645 QoQ
Shares Held
13,400
-40.5% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#80
of 159 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in FISI Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

BAILARD, INC. holds $36,614,816 across 34 Banks - Regional names. FISI ranks #25 (1.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 38,252 $9,418,407
2 FITB
Fifth Third Bancorp
 61,987 $3,494,207
3 KRNY
Kearny Financial Corp.
 119,825 $1,133,544
4 THFF
First Financial Corp /In/
 13,903 $1,076,648
5 ITUB
Itau Unibanco Holding S.A.
 130,000 $1,062,100
6 TMP
Tompkins Financial Corp
 11,100 $1,049,172
7 ZION
Zions Bancorporation, National Association /Ut/
 15,115 $1,045,806
8 FRME
First Merchants Corp
 23,700 $1,035,453

All Filings in FISI

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $522,198 13,400
2024-12-31 $614,843 22,530
2023-09-30 $287,793 17,100
2023-06-30 $462,756 29,400
2023-03-31 $507,064 26,300
2022-12-31 $611,436 25,100
2022-09-30 $604,157 25,100
2022-06-30 $679,122 26,100
2022-03-31 $786,393 26,100
2021-12-31 $829,980 26,100
2021-09-30 $818,355 26,700
2021-06-30 $801,000 26,700
2021-03-31 $808,743 26,700
2020-12-31 $564,750 25,100
2020-06-30 $406,330 21,834
2020-03-31 $272,100 15,000