WELLINGTON MANAGEMENT GROUP LLP

Holdings History for FINANCIAL INSTITUTIONS INC - Common Stock (FISI)

Symbol: FISI on Nasdaq
Investment type: Equity / Common Stock
Latest Disclosed Shares Owned: 1,049,295 shares
Security Ownership %: 5.2%

Shares, Excluding Options vs Price

Value, Excluding Options

Wellington Management Group LLP ownership in FINANCIAL INSTITUTIONS INC Common Stock (FISI)

10 Feb 2026 - Wellington Management Group LLP has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,049,295 shares of FINANCIAL INSTITUTIONS INC Common Stock (FISI). This represents 5.2% ownership of the company. This is the first filing by WELLINGTON MANAGEMENT GROUP LLP disclosing ownership of FINANCIAL INSTITUTIONS INC Common Stock (FISI).

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
Wellington Management Group LLP	5.2%		$32,874,412	1,049,295			$31.33	13G	31 Dec 2025	10 Feb 2026, 11:17

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0.01%	+0%	$32,706,525	1,049,295	+312,470	+42%	$31.17	Q4 2025
30 Sep 2025	0%	+0%	$20,041,640	736,825	+187,298	+34%	$27.20	Q3 2025
30 Jun 2025	0%	-0%	$14,111,854	549,527	-62,606	-10%	$25.68	Q2 2025
31 Mar 2025	0%	-0%	$15,278,839	612,133	-58,222		$24.96	Q1 2025
31 Dec 2024	0%	+0%	$18,293,988	670,355	+670,355	NEW	$27.29	Q4 2024
31 Dec 2016		-0%	$0	0	-613,272	-100%	$34.07	Q4 2016
30 Sep 2016	0%	-0%	$16,626,000	613,272	-173,917	-22%	$27.11	Q3 2016
30 Jun 2016	0.01%	-0%	$20,522,000	787,189	-303,039	-28%	$26.07	Q2 2016
31 Mar 2016	0.01%	+0%	$31,693,000	1,090,228	+34,907	+3.3%	$29.07	Q1 2016
31 Dec 2015	0.01%	+0%	$29,549,000	1,055,321	+30,528	+3%	$28.00	Q4 2015
30 Sep 2015	0.01%	+0%	$25,394,000	1,024,793	+169,308	+20%	$24.78	Q3 2015
30 Jun 2015	0.01%	+0%	$21,250,000	855,485	+106,717	+14%	$24.84	Q2 2015
31 Mar 2015	0%	-0%	$17,169,000	748,768	-157,592	-17%	$22.93	Q1 2015
31 Dec 2014	0.01%	-0%	$22,795,000	906,360	-12,185	-1.3%	$25.15	Q4 2014
30 Sep 2014	0.01%	-0%	$20,649,000	918,545	-8,900	-0.96%	$22.48	Q3 2014
30 Jun 2014	0.01%	-0%	$21,721,000	927,445	-89,198	-8.8%	$23.42	Q2 2014
31 Mar 2014	0.01%	-0%	$23,403,000	1,016,643	-24,215	-2.3%	$23.02	Q1 2014
31 Dec 2013	0.01%	0%	$25,719,000	1,040,858	0		$24.71	Q4 2013

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.