FINANCIAL INSTNS INC

$FISI
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Smart money positioned

7 of the Top-200 alpha managers hold $FISI as of the latest 13F snapshot.

13F holders
146
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$FISI is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.21%, with an average of 0.04% of portfolio. Largest holder: Courier Capital LLC at 0.21%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Courier Capital LLC
0.21% NEW
α +14.9pts
02
Wellington Management Group LLP
0.01% held
α +10.5pts
03
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
04
Level Financial Advisors
0.00% held
α +30.9pts
05
Citigroup Inc.
0.00% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 146 · Source: 13F-HR
01
Zimmer Partners, LP
17.37% of portfolio
1,816,102 sh
02
Partners Value Investments L.P.
0.05% of portfolio
948,441 sh
03
Axa S.a.
—
579,119 sh
04
MFN Partners Management, LP
8.89% of portfolio
564,100 sh
05
Campbell Newman Asset Management Inc.
0.02% of portfolio
554,604 sh
06
State Street
—
507,389 sh
07
Geller Advisors LLC
0.20% of portfolio
466,160 sh
08
Loomis Sayles & Co. L P
—
349,028 sh
09
Leuthold Group, LLC
0.01% of portfolio
274,740 sh
10
Ategra Capital Management, LLC
9.18% of portfolio
270,634 sh
See all 146 13F holders · Pro →

Insider activity · last 90 days

1 transactions · 1 filers
12 Mar 2026
Plants William Jack II —
▲ BOUGHT
660
$30.12
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $FISI in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 09:00 UTC.