with 200 years of community banking experience and a portfolio exceeding $3 billion in assets, five star bank offers a wide range of consumer and commercial banking services to individuals, municipalities and businesses through a network of over 50 offices and over 60 atms in western and central new york state. we provide our customers a dedicated team of over 600 employees who work together in an environment of trust, integrity, and mutual respect. our customers are at the heart of our organization, where every interaction is an opportunity for us to deliver a friendly, professional, relationship building experience. we take great pride in being a part of each and every community in which we serve. we're committed to giving back to a variety of non-profit organizations, neighborhood charities and countless others. we are proud to be there for you, our customers, wherever, whenever and however you need us. we are five star bank. five star bank and affiliates of its parent company, fina
Company profile
Ticker
FISI
Exchange
Website
CEO
Martin Kearney Birmingham
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
SDN Insurance Agency, LLC • Courier Capital, LLC • Five Star REIT, Inc. • FSB Mid-Atlantic, LLC ...
IRS number
160816610
FISI stock data
Latest filings (excl ownership)
8-K
Financial Institutions, Inc. Announces 2024 Annual Meeting Date
14 Mar 24
10-K
2023 FY
Annual report
13 Mar 24
8-K
Regulation FD Disclosure
11 Mar 24
8-K
Financial Institutions, Inc. Announces Quarterly Cash Dividend
15 Feb 24
8-K
Financial Institutions, Inc. Announces Fourth Quarter and Full Year 2023 Results
25 Jan 24
8-K
Financial Institutions, Inc. Announces Leadership Changes
8 Dec 23
8-K
Financial Institutions, Inc. Announces Quarterly Cash Dividend
15 Nov 23
10-Q
2023 Q3
Quarterly report
6 Nov 23
8-K
Financial Institutions, Inc. Announces Third Quarter 2023 Results
26 Oct 23
8-K
Financial Institutions, Inc. Announces Controller Retirement and Internal Appointment
20 Sep 23
Transcripts
FISI
Earnings call transcript
2023 Q4
26 Jan 24
FISI
Earnings call transcript
2023 Q3
27 Oct 23
FISI
Earnings call transcript
2023 Q2
28 Jul 23
FISI
Earnings call transcript
2023 Q1
27 Apr 23
FISI
Earnings call transcript
2022 Q4
31 Jan 23
FISI
Earnings call transcript
2022 Q3
28 Oct 22
FISI
Earnings call transcript
2022 Q2
29 Jul 22
FISI
Earnings call transcript
2022 Q1
30 Apr 22
FISI
Earnings call transcript
2021 Q4
1 Feb 22
FISI
Earnings call transcript
2021 Q3
29 Oct 21
Latest ownership filings
4
MARTIN KEARNEY BIRMINGHAM
11 Mar 24
4
Kevin B Quinn
11 Mar 24
4
Laurie R Collins
11 Mar 24
4
BLAKE G JONES
11 Mar 24
4
GARY A. PACOS
11 Mar 24
4
Samuel J Burruano Jr
11 Mar 24
4
William Jack Plants II
11 Mar 24
4
REID A WHITING
11 Mar 24
SC 13G/A
DIMENSIONAL FUND ADVISORS LP
9 Feb 24
SC 13G/A
BlackRock Inc.
25 Jan 24
Financial summary
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Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
61.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 105 |
Opened positions | 8 |
Closed positions | 5 |
Increased positions | 41 |
Reduced positions | 41 |
13F shares | Current |
---|---|
Total value | 142.16 bn |
Total shares | 9.52 mm |
Total puts | 700.00 |
Total calls | 4.70 k |
Total put/call ratio | 0.1 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 1.36 mm | $22.97 bn |
Dimensional Fund Advisors | 1.04 mm | $17.58 bn |
Vanguard | 754.20 k | $12.69 bn |
Commonwealth Equity Services | 572.55 k | $9.64 mm |
LSV Asset Management | 364.16 k | $6.13 mm |
Renaissance Technologies | 353.90 k | $5.96 bn |
Canandaigua National Bank & Trust | 320.57 k | $5.40 bn |
Geode Capital Management | 312.85 k | $5.27 bn |
STT State Street | 273.22 k | $4.68 bn |
PRU Prudential Financial | 246.95 k | $4.16 bn |
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