Financial Institutions (FISI)
Provides community banking and wealth-management services through Five Star Bank and Courier Capital.
$39.88
vs last close−0.44 (−1.09%)
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13F · 13D/G · Form 4
| Institutions | ≈ 80.46% | 15.86M shares | |
|---|---|---|---|
| 162 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.68% | 527.3K shares | |
| 22 holders · as of Sep 3, 2026 | |||
| Other | ≈ 16.86% | 3.32M shares | |
| remainder | |||
19.71M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
13F, as of Jun 30, 2026
162 holders · 15.86M shares · 28 new positions · 100 increased · 34 reduced · 17 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| PL Capital Advisors, LLC | 1.82M | 9.22% | 0 | Jul 31, 2026 |
| BlackRock, Inc. | 1.67M | 8.46% | +189.2K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 1.00M | 5.09% | +44.8K | Aug 11, 2026 |
| Vanguard Capital Management LLC | 841.2K | 4.27% | +5.6K | Aug 13, 2026 |
| Adage Capital Partners GP, L.L.C. | 835.0K | 4.24% | −113.5K | Aug 14, 2026 |
| Acadian Asset Management LLC | 593.4K | 3.01% | +38.8K | Aug 13, 2026 |
| State Street Corp | 592.5K | 3.01% | +13.4K | Aug 7, 2026 |
| Geode Capital Management, LLC | 586.7K | 2.98% | +18.0K | Aug 12, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Lashley Richard Jincl. Barnard Robert James, Danielle Morgan Lashley 2010 Trust +11 more | 8.90% | 1.79M | 13D | Oct 2, 2025 |
| BlackRock, Inc. | 6.90% | 1.35M | 13G | Feb 5, 2025 |
| Dimensional Fund Advisors LP | 5.10% | 1.00M | 13G | Jul 14, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 2, 2026 | Mark Zupandirector | Purchase | 608 | $40.77 | 15,909 |
| Mar 12, 2026 | William Jack II Plantsofficer: Chief Financial Officer | Purchase | 660 | $30.12 | 6,159 |
House and Senate disclosures
Not reported.