FISI Smart Money
Financial Institutions, Inc.
1W: +4.1%
1M: +1.4%
3M: -3.2%
YTD: +32.3%
1Y: +55.6%
3Y: +182.6%
5Y: +62.3%
$40.80
-0.01 (-0.02%)
After Hours: $39.77 (-1.03, -2.54%)
Weekly Expected Move ±2.6%
$38
$40
$41
$42
$43
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026177
Institutions Holding
+7 vs prior
72.8%
Ownership
+12.77%
28
New
73
Increased
48
Reduced
16
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-25 | JONES BLAKE G | officer: chief marketing officer | F-Tax Withholding | 360 | $40.23 | $14K | Filing |
| 2026-09-02 | Zupan Mark | director | P-Purchase | 608 | $40.77 | $25K | Filing |
| 2026-05-20 | Zupan Mark | director | A-Grant/Award | 1,282 | $— | $0 | Filing |
| 2026-05-20 | PANZARELLA ANGELA J | director | A-Grant/Award | 1,282 | $— | $0 | Filing |
| 2026-05-20 | PANZARELLA ANGELA J | director | A-Grant/Award | 925 | $35.10 | $32K | Filing |
| 2026-05-20 | HOLLIDAY SUSAN R | director | A-Grant/Award | 1,282 | $— | $0 | Filing |
| 2026-05-20 | DORN ANDREW W JR | director | A-Grant/Award | 1,282 | $— | $0 | Filing |
| 2026-05-20 | Latella Robert N | director | A-Grant/Award | 1,282 | $— | $0 | Filing |
| 2026-05-20 | Glaser Robert M | director | A-Grant/Award | 1,282 | $— | $0 | Filing |
| 2026-05-20 | VanGelder Kim E | director | A-Grant/Award | 1,282 | $— | $0 | Filing |
| 2026-05-20 | Burlew Dawn H | director | A-Grant/Award | 1,282 | $— | $0 | Filing |
| 2026-05-20 | Burlew Dawn H | director | A-Grant/Award | 313 | $35.10 | $11K | Filing |
| 2026-05-20 | Finch Steven C. | director | A-Grant/Award | 1,282 | $— | $0 | Filing |
| 2026-05-20 | Finch Steven C. | director | A-Grant/Award | 391 | $35.10 | $14K | Filing |
| 2026-05-20 | Schrader Robert L. | director | A-Grant/Award | 1,282 | $— | $0 | Filing |
| 2026-05-20 | HARTING BRUCE W | director | A-Grant/Award | 1,282 | $— | $0 | Filing |
| 2026-05-20 | Bovenzi David | director | A-Grant/Award | 1,282 | $— | $0 | Filing |
| 2026-05-20 | Bovenzi David | director | A-Grant/Award | 391 | $35.10 | $14K | Filing |
| 2025-11-28 | Burlew Dawn H | director | A-Grant/Award | 408 | $30.60 | $12K | Filing |
| 2025-11-28 | PANZARELLA ANGELA J | director | A-Grant/Award | 898 | $30.60 | $27K | Filing |
| 2025-11-28 | Zupan Mark | director | A-Grant/Award | 449 | $30.60 | $14K | Filing |
| 2025-11-28 | Glaser Robert M | director | A-Grant/Award | 571 | $30.60 | $17K | Filing |
| 2025-05-28 | Glaser Robert M | director | A-Grant/Award | 1,361 | $— | $0 | Filing |
| 2025-05-28 | HARTING BRUCE W | director | A-Grant/Award | 1,361 | $— | $0 | Filing |
| 2025-05-28 | Zupan Mark | director | A-Grant/Award | 535 | $25.70 | $14K | Filing |
🏛️ Congressional Trades
1 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2020-11-20 | Joseph D. Morelle | House | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| PL Capital Advisors, LLC | 1,816,102 | $71M | — | 2026-06-30 | Filing |
| BlackRock, Inc. | 1,667,260 | $65M | +189,188 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,002,481 | $39M | +44,814 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 841,166 | $33M | +5,628 | 2026-06-30 | Filing |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 834,969 | $33M | -113,472 | 2026-06-30 | Filing |
| STATE STREET CORP | 592,493 | $23M | +13,374 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 586,724 | $23M | +18,028 | 2026-06-30 | Filing |
| Ategra Capital Management, LLC | 564,100 | $22M | — | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 457,098 | $18M | +182,358 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 404,980 | $16M | +162,059 | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 349,611 | $14M | +261,850 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 263,033 | $10M | +50,106 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 251,498 | $10M | +93,488 | 2026-06-30 | Filing |
| Hillsdale Investment Management Inc. | 249,200 | $10M | +16,120 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 248,283 | $10M | -100,745 | 2026-06-30 | Filing |
| MORGAN STANLEY | 234,920 | $9M | -25,807 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 216,109 | $8M | -29,066 | 2026-06-30 | Filing |
| ALLIANCEBERNSTEIN L.P. | 245,258 | $8M | -7,968 | 2026-06-30 | Filing |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 199,502 | $8M | -2,800 | 2026-06-30 | Filing |
| Qube Research & Technologies Ltd | 193,831 | $8M | +126,187 | 2026-06-30 | Filing |