Security key
317585305
Financial Instn 8.48 Ser B 1 - Pfd Stk (FIISO)
CUSIP: 317585305
Q4 2022 13F Holders as of 31 Dec 2022
- Security type / class
- Equity / Pfd Stk
- Total 13F shares
- 33,215
- Total 13F value
- $4,119,000
- Share change
- 0
- SEC-reported price per share
- $124.01
- Number of holders
- 1
Report period
Q4 2022
Institutions
1
Top holders
1
FIISO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
FINANCIAL INSTITUTIONS INC SEC filings
FINANCIAL INSTITUTIONS INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 317585305
Recent filing periods:
Ownership snapshot
Top reported holders of FIISO - Financial Instn 8.48 Ser B 1 - Pfd Stk (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
DIMENSIONAL FUND ADVISORS LP
Disclosed value leader
DIMENSIONAL FUND ADVISORS LP
Comparable rows
0/15
Latest evidence
30 Sep 2022
13F
Highest disclosed value: $30,359,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
DIMENSIONAL FUND ADVISORS LP has the largest disclosed position value at $30.36M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens DIMENSIONAL FUND ADVISORS LP's linked filing trail.
Disclosed position value
Top 5
DIMENSIONAL FUND ADVISORS LP
$30.36M
BlackRock Finance, Inc.
$29.43M
VANGUARD GROUP INC
$17.98M
COMMONWEALTH EQUITY SERVICES, LLC
$13.74M
CANANDAIGUA NATIONAL CORP
$12.28M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
denominator unverified
|
$30,359,000
1,261,295 shares
|
— | 30 Sep 2022 |
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$29,428,000
1,222,558 shares
|
— | 30 Sep 2022 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$17,979,000
746,935 shares
|
— | 30 Sep 2022 |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
Company
|
—
denominator unverified
|
$13,736,000
570,682 shares
|
— | 30 Sep 2022 |
| CANANDAIGUA NATIONAL CORP |
13F
Company
|
—
mixed-class rows
|
$12,275,000
372,077 shares
mixed-class rows
|
— | 30 Sep 2022 |
| STATE STREET CORP |
13F
Company
|
—
denominator unverified
|
$10,371,000
425,519 shares
|
— | 30 Sep 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
33,215
Rows available
1
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2022 vs Q3 2025 Across Filers
Q3 2025 holders
1
Q4 2022 holders
1
Holder diff
0
| Investor | Q3 2025 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2025 value | Q4 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend