FISI Financial Institutions, Inc. - Common Stock

NASDAQ · Banking · SEC EDGAR'da Görüntüle ↗
$41,36
Fiyat · Ağu 18, 2026
Temel veriler itibarıyla Ağu 3, 2026
52 Haftlık Aralık
$26–$43
91% of range
Analist Derecelendirmesi
BUY
8 analysts
Fiyat Hedefi
$45
+9% upside
P/E (TTM)
11.4
ROE
12.2%
Net Kâr Marjı
30.6%

FISI Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

Fiyat
$41.36
Piyasa Değeri
$814M
P/E (TTM)
11.4
EPS (TTM)
$3.61
Gelir (TTM)
—
Temettü Verimi
3.0%
ROE
12.2%
D/E Borç/Özsermaye
0.2
52 Haftlık Aralık
$26 – $43

FISI Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

Gelir ve Net Gelir —
Hisse Başına Kâr $3.61
10-point trend, +71.9%
2016-12-31 → 2025-12-31
Serbest Nakit Akışı $13M
10-point trend, -66.1%
2016-12-31 → 2025-12-31
Marjlar 30.6%

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik
5 Yıllık trend
FISI
Akran Ortalaması
P/E (TTM)
5-point trend, +29.8%
11.4
11.9
P/S (TTM) (F/S (TTM))
5-point trend, -0.8%
3.3
1.9
P/B (F/D)
5-point trend, -3.2%
1.3
1.0
Price / FCF (Fiyat / Serbest Nakit Akışı)
5-point trend, +478.0%
61.4
—

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Metrik
5 Yıllık trend
FISI
Akran Ortalaması
Net Profit Margin (Net Kâr Marjı)
5-point trend, -20.7%
30.6%
26.4%
ROA
5-point trend, -18.8%
1.2%
1.3%
ROE
5-point trend, -21.7%
12.2%
11.4%

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik
5 Yıllık trend
FISI
Akran Ortalaması
Debt / Equity (Borç / Öz Sermaye)
5-point trend, +191.8%
0.2
7.7

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik
5 Yıllık trend
FISI
Akran Ortalaması
Revenue YoY (Gelir Yıllık Bazda)
109.5%
—
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)
4.7%
—
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)
6.1%
—
EPS YoY (EPS YB)
5-point trend, -24.5%
-11.5%
—
Net Income YoY (Net Gelir Yıllık Bazda)
5-point trend, -3.6%
-11.2%
—

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik
5 Yıllık trend
FISI
Akran Ortalaması
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))
5-point trend, -24.5%
$3.61
—

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik
5 Yıllık trend
FISI
Akran Ortalaması
Payout Ratio (Temettü Ödeme Oranı)
5-point trend, +50.9%
33.0%
—

Temettüler Temettü verimi, ödeme oranı, temettü geçmişi, 5 Yıllık CAGR

Temettü Verimi
3.0%
Temettü Ödeme Oranı
33.0%
5 Yıllık Temettü CAGR
—
Ex-tarihiMiktar
12 Haziran 2026$0,3200
13 Mart 2026$0,3200
15 Aralık 2025$0,3100
15 Eylül 2025$0,3100
13 Haziran 2025$0,3100
14 Mart 2025$0,3100
13 Aralık 2024$0,3000
13 Eylül 2024$0,3000
14 Haziran 2024$0,3000
14 Mart 2024$0,3000
13 Aralık 2023$0,3000
13 Eylül 2023$0,3000
14 Haziran 2023$0,3000
15 Mart 2023$0,3000
15 Aralık 2022$0,2900
15 Eylül 2022$0,2900
16 Haziran 2022$0,2900
17 Mart 2022$0,2900
16 Aralık 2021$0,2700
16 Eylül 2021$0,2700

FISI Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

AL 8 analist
  • Güçlü Al 2 25,0%
  • Al 4 50,0%
  • Tut 2 25,0%
  • Sat 0 0,0%
  • Güçlü Sat 0 0,0%

12 Aylık Fiyat Hedefi

2 analist · 2026-08-14
Medyan hedef $45.00 +8,8%
Ortalama hedef $45.00 +8,8%

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

Ort. Sürpriz
0.06%
Dönem EPS Gerçek EPS Tahmin Sürpriz
30 Haziran 2026 $1.04 $0.95 0.09%
31 Mart 2026 $1.04 $0.94 0.10%
31 Aralık 2025 $0.96 $0.96 -0.00%
30 Eylül 2025 $0.99 $0.90 0.09%
30 Haziran 2025 $0.85 $0.84 0.01%
31 Mart 2025 $0.81 $0.75 0.06%

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

Hisse Sembolü Piyasa Değeri P/E Gelir YoY Net Kar Marjı ROE Brüt Kar Marjı
FISI $617M 8.6 109.5% 30.6% 12.2% —
ORRF $691M 8.5 36.0% 217.7% 14.2% —
SMBC — 10.6 11.1% 32.1% 11.3% —
PGC $489M 13.3 24.1% 13.2% 5.8% —
HTB $742M 11.5 — 30.2% 11.2% —
SHBI $591M 9.9 -0.27% 285.4% 10.3% —
CCB $1.73B 37.4 -6.8% 8.7% 9.9% —
TFC $62.13B 12.9 53.0% 26.1% 8.2% —

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

Gelir Tablosu 9
FISI için Yıllık Gelir Tablosu verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +1553.9% · · $120M $29M $12M $22M $39M $30M $17M $13M $10M $7M
Interest Income 12-point trend, +229.5% $333M $313M $286M $196M $167M $161M $169M $153M $130M $115M $105M $101M
Pretax Income 12-point trend, +134.4% $91M $-68M $63M $71M $97M $46M $59M $50M $43M $44M $39M $39M
Income Tax 12-point trend, +71.3% $16M $-27M $13M $14M $20M $7M $11M $10M $10M $12M $11M $10M
Net Income 12-point trend, +155.0% $75M $-42M $50M $57M $78M $38M $49M $40M $34M $32M $28M $29M
EPS (Basic) 12-point trend, +81.6% $3.65 $-2.75 $3.17 $3.58 $4.81 $2.30 $2.97 $2.39 $2.13 $2.11 $1.91 $2.01
EPS (Diluted) 12-point trend, +80.5% $3.61 $-2.75 $3.15 $3.56 $4.78 $2.30 $2.96 $2.39 $2.13 $2.10 $1.90 $2.00
Shares (Basic) 12-point trend, +44.7% 20,099,000 15,683,000 15,376,000 15,384,000 15,841,000 16,022,000 15,972,000 15,910,000 15,044,000 14,436,000 14,081,000 13,893,000
Shares (Diluted) 12-point trend, +45.7% 20,318,000 15,683,000 15,475,000 15,471,000 15,937,000 16,063,000 16,031,000 15,956,000 15,085,000 14,491,000 14,135,000 13,946,000
Bilanço 19
FISI için Yıllık Bilanço verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Cash & Equivalents 4-point trend, +87.0% $109M $87M $124M · · · · · · · · $58M
PP&E (Net) 12-point trend, +9.6% $40M $40M $40M $42M $40M $41M $41M $43M $45M $42M $39M $36M
PP&E (Gross) 12-point trend, +35.1% $105M $105M $103M $101M $95M $104M $102M $99M $98M $91M $84M $77M
Accum. Depreciation 12-point trend, +57.7% $65M $65M $63M $59M $55M $63M $61M $57M $52M $49M $45M $41M
Goodwill 12-point trend, -5.0% $58M $58M $67M $67M $67M $66M $66M $66M $66M $66M $60M $61M
Intangibles 12-point trend, -70.3% $2M $3M $5M $6M $7M $8M $9M $10M $9M $9M $7M $7M
Total Assets 12-point trend, +103.1% $6.27B $6.12B $6.16B $5.80B $5.52B $4.91B $4.38B $4.31B $4.11B $3.71B $3.38B $3.09B
Short-term Debt 12-point trend, -67.4% $109M $99M $185M $205M $30M $5M $276M $470M $446M $332M $293M $335M
Total Liabilities 12-point trend, +100.9% $5.65B $5.55B $5.71B $5.39B $5.02B $4.44B $3.95B $3.92B $3.72B $3.39B $3.09B $2.81B
Long-term Debt 12-point trend, +193653000.00 $194M $125M $125M $74M $74M $74M $39M $39M $39M $39M $39M $0
Total Debt 12-point trend, -67.4% $109M $99M $185M $205M $30M $5M $276M $470M $446M $332M $293M $335M
Common Stock 12-point trend, +43.8% $207.0K $207.0K $161.0K $161.0K $161.0K $161.0K $161.0K $161.0K $161.0K $147.0K $144.0K $144.0K
Paid-in Capital 12-point trend, +221.3% $234M $233M $126M $127M $126M $125M $125M $123M $121M $82M $73M $73M
Retained Earnings 12-point trend, +115.0% $437M $389M $452M $421M $384M $325M $313M $280M $257M $238M $219M $203M
Treasury Stock 12-point trend, +421.2% $27M $18M $20M $22M $9M $1M $2M $2M $3M $3M $4M $5M
AOCI 12-point trend, -266.6% $-33M $-53M $-120M $-137M $-13M $2M $-15M $-21M $-12M $-14M $-11M $-9M
Stockholders' Equity 12-point trend, +125.0% $629M $569M $455M $406M $505M $468M $439M $396M $381M $320M $294M $280M
Liabilities + Equity 12-point trend, +103.1% $6.27B $6.12B $6.16B $5.80B $5.52B $4.91B $4.38B $4.31B $4.11B $3.71B $3.38B $3.09B
Shares Outstanding 12-point trend, +40.2% 19,797,407 20,076,572 15,407,406 15,340,001 15,745,453 16,041,926 16,099,556 15,928,598 15,924,938 14,537,597 14,190,192 14,118,048
Nakit Akışı 19
FISI için Yıllık Nakit Akışı verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
D&A 12-point trend, +72.0% $8M $8M $8M $8M $8M $8M $8M $6M $6M $6M $5M $5M
Stock-based Comp 12-point trend, +553.3% $3M $2M $2M $3M $2M $1M $1M $1M $1M $845.0K $674.0K $471.0K
Deferred Tax 12-point trend, +436.0% $12M $-35M $-1M $-4M $5M $-5M $369.0K $-10M $12M $-2M $2M $2M
Amort. of Intangibles 12-point trend, +366.3% $415.0K $552.0K $910.0K $986.0K $1M $1M $1M $1M $1M $1M $942.0K $89.0K
Restructuring 5-point trend, -97.7% · $35.0K $114.0K $2M $111.0K $1M · · · · · ·
Operating Cash Flow 12-point trend, -46.6% $19M $77M $11M $134M $73M $43M $58M $65M $46M $47M $43M $35M
CapEx 12-point trend, +4.1% $6M $5M $3M $8M $9M $4M $4M $3M $8M $8M $7M $5M
Investing Cash Flow 12-point trend, +8.8% $-140M $-8M $-310M $-325M $-633M $-531M $-25M $-225M $-373M $-327M $-306M $-153M
Debt Issued 7-point trend, +100.0% $80M $0 $50M $0 $0 $35M · · · · $40M ·
Net Debt Issued 6-point trend, +75.0% $70M $0 $50M $0 · $35M · · · · $40M ·
Stock Issued 5-point trend, -100.0% $0 $109M $0 $0 · · · · $38M · · ·
Stock Repurchased 11-point trend, +5786.1% $11M $426.0K $571.0K $15M $9M $209.0K $293.0K $113.0K $148.0K · $202.0K $194.0K
Net Stock Activity 11-point trend, -5786.1% $-11M $108M $-571.0K $-15M $-9M $-209.0K $-293.0K $-113.0K $38M · $-202.0K $-194.0K
Dividends Paid 12-point trend, +134.9% $25M $19M $18M $18M $17M $16M $16M $15M $12M $11M $11M $11M
Financing Cash Flow 12-point trend, +22.2% $143M $-106M $293M $243M $546M $469M $-23M $164M $354M $291M $265M $117M
Net Change in Cash 12-point trend, +1490.7% $21M $-37M $-6M $51M $-15M $-19M $10M $4M $28M $11M $2M $-2M
Taxes Paid 12-point trend, -100.1% $-17.0K $3M $6M $3M $11M $7M $10M $4M $13M $11M $7M $14M
Free Cash Flow 12-point trend, -55.7% $13M $72M $8M $125M $64M $39M $54M $62M $39M $39M $36M $30M
Levered FCF 10-point trend, -460.8% · · $-88M $102M $54M $20M $22M $38M $25M $30M $28M $24M
Kârlılık 4
FISI için Yıllık Kârlılık verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +24.1% 30.6% -35.6% 23.5% 26.5% 38.5% 21.0% 28.7% 24.8% 22.8% 23.1% 22.6% 24.6%
Pretax Margin 12-point trend, +14.0% 37.3% -58.3% 29.5% 33.2% 48.2% 25.1% 34.9% 31.1% 29.5% 31.9% 30.9% 32.7%
ROA 12-point trend, +23.5% 1.2% -0.68% 0.84% 1.0% 1.5% 0.82% 1.1% 0.94% 0.86% 0.90% 0.88% 0.98%
ROE 12-point trend, +10.7% 12.2% -7.8% 11.6% 14.1% 15.6% 8.3% 11.2% 10.0% 9.0% 9.9% 9.6% 11.0%
Likidite ve Solventlik 1
FISI için Yıllık Likidite ve Solventlik verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Debt / Equity 12-point trend, -85.5% 0.2 0.2 0.4 0.5 0.1 0.0 0.6 1.2 1.2 1.0 1.0 1.2
Verimlilik 1
FISI için Yıllık Verimlilik verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -0.3% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Hisse Başına 6
FISI için Yıllık Hisse Başına verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +60.4% $31.76 $28.34 $29.52 $26.44 $31.38 $29.20 $27.43 $24.88 $23.94 $22.02 $20.71 $19.80
Revenue / Share 12-point trend, +41.1% $12.06 $7.45 $13.83 $13.81 $12.65 $11.34 $10.62 $9.99 $9.77 $9.55 $8.89 $8.54
Cash Flow / Share 12-point trend, -63.4% $0.93 $4.92 $0.70 $8.63 $4.58 $2.71 $3.60 $4.08 $3.07 $3.22 $3.05 $2.53
Cash / Share 3-point trend, +33.4% $5.49 $4.35 · · · · · · · · · $4.12
Dividend / Share 12-point trend, +61.0% $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +80.5% $3.61 $-2.75 $3.15 $3.56 $4.78 $2.30 $2.96 $2.39 $2.13 $2.10 $1.90 $2.00
Büyüme Oranları 10
FISI için Yıllık Büyüme Oranları verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +924.5% 109.5% -45.4% 0.15% 5.9% 10.7% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -15.4% 4.7% -16.6% 5.5% · · · · · · · · ·
Revenue CAGR 5Y 6.1% · · · · · · · · · · ·
EPS YoY 3-point trend, -110.7% · · -11.5% -25.5% 107.8% · · · · · · ·
EPS CAGR 3Y 2-point trend, -95.7% 0.47% · 11.1% · · · · · · · · ·
EPS CAGR 5Y 9.4% · · · · · · · · · · ·
Net Income YoY 3-point trend, -110.9% · · -11.2% -27.2% 102.7% · · · · · · ·
Net Income CAGR 3Y 2-point trend, +3.6% 9.8% · 9.4% · · · · · · · · ·
Net Income CAGR 5Y 14.3% · · · · · · · · · · ·
Dividend CAGR 5Y 8.4% · · · · · · · · · · ·
Değerleme (TTM) 16
FISI için Yıllık Değerleme (TTM) verileri
Metrik Eğilim 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +105.6% $245M $117M $214M $214M $202M $182M $170M $159M $147M $138M $126M $119M
Net Income TTM 12-point trend, +155.0% $75M $-42M $50M $57M $78M $38M $49M $40M $34M $32M $28M $29M
Market Cap 12-point trend, +73.8% $617M $548M $328M $374M $512M $361M $514M $409M $495M $497M $397M $355M
Enterprise Value 3-point trend, -2.3% $617M $560M · · · · · · · · · $632M
P/E 12-point trend, -31.3% 8.6 -9.9 6.8 6.8 6.7 9.8 10.8 10.8 14.6 16.3 14.7 12.6
P/S 12-point trend, -15.5% 2.5 4.7 1.5 1.7 2.5 2.0 3.0 2.6 3.4 3.6 3.2 3.0
P/B 12-point trend, -22.7% 1.0 1.0 0.7 0.9 1.0 0.8 1.2 1.0 1.3 1.6 1.4 1.3
P / Tangible Book 6-point trend, +18.6% 1.1 1.1 0.9 1.1 1.2 0.9 · · · · · ·
P / Cash Flow 12-point trend, +225.6% 32.8 7.1 30.1 2.8 7.0 8.3 8.9 6.3 10.7 10.6 9.2 10.1
P / FCF 12-point trend, +292.1% 46.6 7.6 41.5 3.0 8.1 9.2 9.5 6.6 12.9 12.7 11.2 11.9
EV / FCF 3-point trend, +120.4% 46.6 7.8 · · · · · · · · · 21.1
EV / Revenue 3-point trend, -52.5% 2.5 4.8 · · · · · · · · · 5.3
Dividend Yield 12-point trend, +35.5% 4.0% 3.4% 5.6% 4.7% 3.3% 4.6% 3.1% 3.6% 2.5% 2.3% 2.8% 3.0%
Earnings Yield 12-point trend, +45.7% 11.6% -10.1% 14.8% 14.6% 15.0% 10.2% 9.2% 9.3% 6.9% 6.1% 6.8% 8.0%
Payout Ratio 12-point trend, -7.9% 33.0% -44.5% 36.4% 31.1% 21.9% 43.0% 32.3% 37.8% 37.3% 36.0% 39.7% 35.8%
Annual Payout 12-point trend, +134.9% $25M $19M $18M $18M $17M $16M $16M $15M $12M $11M $11M $11M

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

Gelir Tablosu
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Gelir $75M$-42M$50M$57M$78M
Seyreltilmiş Hisse Başı Kâr $3.61$-2.75$3.15$3.56$4.78
Bilanço
2025-12-312024-12-312023-12-312022-12-312021-12-31
Borç / Öz Sermaye 0.20.20.40.50.1
Nakit Akışı
2025-12-312024-12-312023-12-312022-12-312021-12-31
Serbest Nakit Akışı $13M$72M$8M$125M$64M

Son Haberler Bu şirketten bahseden son manşetler

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

📊

Sizin için önemli olan metrikleri seçin — yukarıdaki Tam Temeller'deki herhangi bir satırın yanındaki ➕ düğmesine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

Kurumsal Sahipler (13F) 171 dosya · $463.8M toplam · Tarih itibarıyla 30 Haziran 2026

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Kurumsal faaliyet — Q2 2026 ve önceki çeyrek
Yeni pozisyonlar Çıkan pozisyonlar Artırıldı Azaldı Net hisse senedi değişimi
33 (+9 önceki Ç'ye göre) 14 (-4 önceki Ç'ye göre) 67 (+14 önceki Ç'ye göre) 32 (-9 önceki Ç'ye göre) +882K

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

Kurum Değer Hisse senetleri % izlenen 13F'nin Tür
PL Capital Advisors, LLC $70.773.495 1.816.102 15,26% Hisse senetleri
DIMENSIONAL FUND ADVISORS LP $37.373.516 959.033 8,06% Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC $32.780.239 841.166 7,07% Hisse senetleri
ADAGE CAPITAL PARTNERS GP, L.L.C. $32.538.742 834.969 7,02% Hisse senetleri
STATE STREET CORP $23.273.091 592.493 5,02% Hisse senetleri
Ategra Capital Management, LLC $21.982.977 564.100 4,74% Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC $20.010.878 513.356 4,31% Hisse senetleri
TWO SIGMA INVESTMENTS, LP $17.813.109 457.098 3,84% Hisse senetleri
AMERICAN CENTURY COMPANIES INC $13.624.341 349.611 2,94% Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC $10.250.396 263.033 2,21% Hisse senetleri
Hillsdale Investment Management Inc. $9.711.324 249.200 2,09% Hisse senetleri
RAYMOND JAMES FINANCIAL INC $9.675.589 248.283 2,09% Hisse senetleri
ALLIANCEBERNSTEIN L.P. $7.777.131 245.258 1,68% Hisse senetleri
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7.774.593 199.502 1,68% Hisse senetleri
Qube Research & Technologies Ltd $7.553.594 193.831 1,63% Hisse senetleri
BRIDGEWAY CAPITAL MANAGEMENT, LLC $6.981.631 179.154 1,51% Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $6.321.402 162.212 1,36% Hisse senetleri
CANANDAIGUA NATIONAL BANK & TRUST CO $6.005.511 154.106 1,29% Hisse senetleri
Palisades Investment Partners, LLC $5.921.388 150.826 1,28% Hisse senetleri
GOLDMAN SACHS GROUP INC $5.867.713 150.570 1,27% Hisse senetleri
RENAISSANCE TECHNOLOGIES LLC $5.335.149 136.904 1,15% Hisse senetleri
VANGUARD FIDUCIARY TRUST CO $5.070.893 130.123 1,09% Hisse senetleri
BANK OF AMERICA CORP /DE/ $5.014.971 128.688 1,08% Hisse senetleri
CANANDAIGUA NATIONAL CORP $4.911.277 154.881 1,06% Hisse senetleri
COURIER CAPITAL LLC $4.642.632 119.133 1,00% Hisse senetleri
Empowered Funds, LLC $4.253.731 109.154 0,92% Hisse senetleri
MENDON CAPITAL ADVISORS CORP $3.897.000 100.000 0,84% Hisse senetleri
Curi Capital, LLC $3.897.000 100.000 0,84% Hisse senetleri
TWO SIGMA ADVISERS, LP $3.409.593 109.387 0,74% Hisse senetleri
Bank of New York Mellon Corp $3.179.523 81.589 0,69% Hisse senetleri
SEGALL BRYANT & HAMILL, LLC $2.962.110 76.010 0,64% Hisse senetleri
Trexquant Investment LP $2.915.385 74.811 0,63% Hisse senetleri
CITADEL ADVISORS LLC $2.740.916 70.334 0,59% Hisse senetleri
FMR LLC $2.569.175 65.927 0,55% Hisse senetleri
PRUDENTIAL FINANCIAL INC $2.561.849 65.739 0,55% Hisse senetleri
MORGAN STANLEY $2.510.645 64.425 0,54% Hisse senetleri
WELLINGTON MANAGEMENT GROUP LLP $2.454.292 62.979 0,53% Hisse senetleri
NEW YORK STATE COMMON RETIREMENT FUND $2.416.725 62.015 0,52% Hisse senetleri
COMMONWEALTH EQUITY SERVICES, LLC $2.249.410 57.721 0,49% Hisse senetleri
BAYVIEW ASSET MANAGEMENT, LLC $1.948.500 50.000 0,42% Hisse senetleri
Cutler Capital Management, LLC $1.926.191 49.428 0,42% Hisse senetleri
Universal- Beteiligungs- und Servicegesellschaft mbH $1.802.012 46.241 0,39% Hisse senetleri
MARTINGALE ASSET MANAGEMENT L P $1.619.126 41.548 0,35% Hisse senetleri
Connor, Clark & Lunn Investment Management Ltd. $1.618.853 41.541 0,35% Hisse senetleri
MALTESE CAPITAL MANAGEMENT LLC $1.615.930 41.466 0,35% Hisse senetleri
KENNEDY CAPITAL MANAGEMENT LLC $1.490.758 38.254 0,32% Hisse senetleri
VICTORY CAPITAL MANAGEMENT INC $1.473.066 37.800 0,32% Hisse senetleri
Man Group plc $1.464.103 37.570 0,32% Hisse senetleri
Campbell & CO Investment Adviser LLC $1.281.801 32.892 0,28% Hisse senetleri
Vanguard Global Advisers, LLC $1.015.870 26.068 0,22% Hisse senetleri
RHUMBLINE ADVISERS $991.038 25.431 0,21% Hisse senetleri
Quantinno Capital Management LP $929.038 23.839 0,20% Hisse senetleri
MILLENNIUM MANAGEMENT LLC $911.625 23.393 0,20% Hisse senetleri
Informed Momentum Co LLC $839.648 21.546 0,18% Hisse senetleri
XTX Topco Ltd $806.952 20.707 0,17% Hisse senetleri
STRS OHIO $771.606 19.800 0,17% Hisse senetleri
AMERIPRISE FINANCIAL INC $757.303 19.427 0,16% Hisse senetleri
DEUTSCHE BANK AG\ $748.964 19.219 0,16% Hisse senetleri
BNP PARIBAS FINANCIAL MARKETS $660.464 16.948 0,14% Hisse senetleri
CITIGROUP INC $651.189 16.710 0,14% Hisse senetleri
ALPS ADVISORS INC $645.811 16.572 0,14% Hisse senetleri
WELLS FARGO & COMPANY/MN $642.966 16.499 0,14% Hisse senetleri
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $630.729 16.185 0,14% Hisse senetleri
Quadrature Capital Ltd $589.577 15.129 0,13% Hisse senetleri
Oppenheimer & Close, LLC $565.065 14.500 0,12% Hisse senetleri
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $548.484 14.118 0,12% Hisse senetleri
AlphaQuest LLC $531.885 17.064 0,11% Hisse senetleri
BAILARD, INC. $522.198 13.400 0,11% Hisse senetleri
FRANKLIN RESOURCES INC $499.946 12.829 0,11% Hisse senetleri
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $496.517 12.741 0,11% Hisse senetleri
Graham Capital Management, L.P. $473.953 12.162 0,10% Hisse senetleri
MetLife Investment Management, LLC $456.144 11.705 0,10% Hisse senetleri
BlackRock, Inc. $447.454 11.482 0,10% Hisse senetleri
PANAGORA ASSET MANAGEMENT INC $446.090 11.447 0,10% Hisse senetleri
IEQ CAPITAL, LLC $434.282 11.144 0,09% Hisse senetleri
GREAT LAKES ADVISORS, LLC $430.346 11.043 0,09% Hisse senetleri
Squarepoint Ops LLC $428.475 10.995 0,09% Hisse senetleri
D. E. Shaw & Co., Inc. $413.004 10.598 0,09% Hisse senetleri
Brandywine Global Investment Management, LLC $381.209 12.230 0,08% Hisse senetleri
VANGUARD GROUP INC $373.198 11.973 0,08% Hisse senetleri
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $353.575 9.073 0,08% Hisse senetleri
Rafferty Asset Management, LLC $344.222 8.833 0,07% Hisse senetleri
Stonebrook Private Inc. $341.325 8.759 0,07% Hisse senetleri
MERCER GLOBAL ADVISORS INC /ADV $336.116 8.625 0,07% Hisse senetleri
BARCLAYS PLC $327.192 8.396 0,07% Hisse senetleri
STATE OF WISCONSIN INVESTMENT BOARD $323.841 8.310 0,07% Hisse senetleri
Invesco Ltd. $313.397 8.042 0,07% Hisse senetleri
Engineers Gate Manager LP $305.369 7.836 0,07% Hisse senetleri
Sterling Capital Management LLC $299.562 7.687 0,06% Hisse senetleri
CWM, LLC $297.408 9.379 0,06% Hisse senetleri
FIRST TRUST ADVISORS LP $276.998 7.108 0,06% Hisse senetleri
BANK OF NOVA SCOTIA $257.202 6.600 0,06% Hisse senetleri
Mariner, LLC $255.397 6.554 0,06% Hisse senetleri
CARY STREET PARTNERS FINANCIAL LLC $245.511 6.300 0,05% Hisse senetleri
SUSQUEHANNA INTERNATIONAL GROUP, LLP $237.717 6.100 0,05% Satım opsiyonu
Police & Firemen's Retirement System of New Jersey $233.820 6.000 0,05% Hisse senetleri
CITADEL ADVISORS LLC $229.923 5.900 0,05% Satım opsiyonu
INTECH INVESTMENT MANAGEMENT LLC $225.247 5.780 0,05% Hisse senetleri
Focus Partners Wealth $209.790 5.383 0,05% Hisse senetleri
Russell Investments Group, Ltd. $177.742 4.561 0,04% Hisse senetleri

Şirket yöneticileri 70 içeriden öğrenenler · 41 yöneticiler · 23 yönetim kurulu üyeleri

İçeriden Öğrenen Rol Son işlem Sahip olunan hisse senetleri Alımlar 12ay Satışlar 12ay Net 12ay
Martin Kearney Birmingham President & CEO 20 Mart 2026 M 137.622 0 0 $0
William Jack Plants II Chief Financial Officer 20 Mart 2026 M 8.013 1 0 $19.879
Kevin B Klotzbach EVP & Chief Financial Officer 26 Şubat 2019 A 20.273 0 0 $0
Karl Francis Krebs EVP & Chief Financial Officer 15 Nisan 2013 D 4.940 0 0 $0
Ronald A Miller EVP & Chief Financial Officer 12 Mart 2009 D 22.250 0 0 $0
Gary A. Pacos Chief Risk Officer 20 Mart 2026 M 3.473 0 0 $0
Laurie R Collins Chief Human Resources Officer 20 Mart 2026 M 7.669 0 0 $0
Kevin B Quinn Chief Comm Banking Officer 20 Mart 2026 M 6.992 0 0 $0
Samuel J Burruano Jr Chief Legal Officer 20 Mart 2026 M 15.238 0 0 $0
Eric W. Marks Chief Consumer Banking Officer 06 Mart 2025 A — 0 0 $0
Sonia Marie Dumbleton Senior Vice President 19 Mart 2024 M 7.993 0 0 $0
Justin K. Bigham Executive Vice President 04 Mayıs 2023 I 1.485 0 0 $0
Sean M Willett Executive Vice President 21 Mart 2023 A 4.465 0 0 $0
Randall R. Phillips Senior Vice President 22 Mayıs 2022 M 1.394 0 0 $0
Joseph L Dugan Senior Vice President 06 Mayıs 2020 P 5.879 0 0 $0
William L Kreienberg Executive Vice President 25 Şubat 2020 A 3.815 0 0 $0
Bethany L. Bowers Vice President 22 Mayıs 2019 A — 0 0 $0
David G Case Senior Vice President 22 Mayıs 2019 A 3.928 0 0 $0
Michael David Grover Senior Vice President 22 Mayıs 2019 A 2.444 0 0 $0
Craig J Burton Senior Vice President 26 Şubat 2019 A — 0 0 $0
Edward S Oexle Senior Vice President 26 Şubat 2019 A — 0 0 $0
Valerie C Benjamin Senior Vice President 26 Şubat 2019 A — 0 0 $0
Michael D Burneal Senior Vice President 01 Ağustos 2018 P 4.197 0 0 $0
Vito Caraccio Senior Vice President 27 Şubat 2018 A — 0 0 $0
Charles J Guarino Senior Vice President 27 Şubat 2018 A 1.525 0 0 $0
Paula Dollinger Dolan Senior Vice President 27 Şubat 2018 A 6.642 0 0 $0
Jeffrey Patrick Kenefick Executive Vice President 27 Şubat 2018 A 3.459 0 0 $0
Richard J Harrison Executive Vice President 27 Ocak 2016 D 27.903 0 0 $0
Kenneth Vincent Winn EVP & Chief Risk Officer 19 Ağustos 2014 D 780 0 0 $0
Ronald Mitchell Mclaughlin Executive Vice President 23 Şubat 2014 F 12.421 0 0 $0
Rita Marie Bartol Senior Vice President 21 Şubat 2013 D 827 0 0 $0
John Leonard Rizzo SVP & Corporate Secretary 18 Şubat 2013 F 1.179 0 0 $0
John Joseph Witkowski Executive Vice President 23 Şubat 2012 F 19.129 0 0 $0
George Daniel Hagi Executive Vice President 23 Şubat 2012 F 26.272 0 0 $0
Bruce Heath Nagle Sr VP & Dir of Human Resources 12 Mart 2009 D 5.200 0 0 $0
James Tracy Rudgers EVP & Chief of Comm. Banking 12 Mart 2009 D 7.100 0 0 $0
Gary M Rougeau Senior Vice President 23 Şubat 2005 A — 0 0 $0
Douglas L Mccabe Sr Vice President 23 Şubat 2005 A 2.023 0 0 $0
Thomas D Grover Senior Vice President 23 Şubat 2005 A — 0 0 $0
Julie D Bartoldson Sr VP & Dir of Human Resources 02 Nisan 2004 A — 0 0 $0
Randolph C Brown Senior Vice President 04 Şubat 2004 A 1.091 0 0 $0
Andrew W Dorn JR Yönetim kurulu üyesi 20 Mayıs 2026 A 39.066 0 0 $0
Susan R Holliday Yönetim kurulu üyesi 20 Mayıs 2026 A 41.678 0 0 $0
Angela J Panzarella Yönetim kurulu üyesi 20 Mayıs 2026 A 6.857 0 0 $0
Dawn H Burlew Yönetim kurulu üyesi 28 Kasım 2025 A 20.657 0 0 $0
Robert M Glaser Yönetim kurulu üyesi 28 Kasım 2025 A 48.051 0 0 $0
Bruce W Harting Yönetim kurulu üyesi 28 Mayıs 2025 A 6.139 0 0 $0
Robert L. Schrader Yönetim kurulu üyesi 28 Mayıs 2025 A 1.361 0 0 $0
Kim E Vangelder Yönetim kurulu üyesi 28 Mayıs 2025 A 29.074 0 0 $0
Donald Boswell Yönetim kurulu üyesi 28 Mayıs 2025 A 16.656 0 0 $0

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

Aktivistler ve %5+ sahipler 2 pozisyon

SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.

Başvuru sahibi Dosyalandı Hisse Durum Amaç Başvuru
PL Capital Advisors, LLC, LASHLEY RICHARD J, PALMER JOHN W, Black Maple Capital Management LP, Black Maple Capital Holdings LLC, Barnard Robert James, Danielle Morgan Lashley 2010 Trust, Lashley Danielle Morgan, Lashley Family 2011 Trust, Lashley Beth, Lashley Family 2012 Trust, Lashley Robin, Caitlin Anne Lashley 2010 Trust, Fanelli Caitlin (nee Lashley) ×3 başvurular 02 Ekim 2025 8,90% Değişiklik — SEC
MHC Mutual Conversion Fund, L.P., Clover Partners, L.P., Clover Partners Management, L.L.C., Johnny Guerry, Terry Philen ×4 başvurular 12 Aralık 2016 — İlk başvuru Pasif yatırım SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF sahipliği 44 ETF'ler tarafından tutuluyor

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon Ağırlık Birimler Tarih itibarıyla Kaynak
SMDV · ProShares Trust 1,12% 202.907 NS 31 Mayıs 2026 N-PORT
BFOR · ALPS ETF Trust 0,27% 16.274 NS 31 Mayıs 2026 N-PORT
ESSC · Strategy Shares 0,23% 1.759 NS 30 Nisan 2026 N-PORT
IWC · iShares Trust 0,19% 67.090 SH 08 Ağustos 2026 Günlük
DPST · Direxion Shares ETF Trust 0,11% 16.319 NS 30 Nisan 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0,11% 23.452 SH 08 Ağustos 2026 Günlük
FSMD · FIDELITY COVINGTON TRUST 0,10% 68.302 NS 30 Nisan 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0,09% 15.416 SH 08 Ağustos 2026 Günlük
GSSC · Goldman Sachs ETF Trust 0,07% 18.847 NS 31 Mayıs 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,06% 44.718 NS 31 Mayıs 2026 N-PORT
IWN · iShares Trust 0,06% 190.986 SH 08 Ağustos 2026 Günlük
VTWV · VANGUARD SCOTTSDALE FUNDS 0,05% 17.175 SH 08 Ağustos 2026 Günlük
OMFS · Invesco Exchange-Traded Self-Indexe… 0,03% 2.246 SH 08 Ağustos 2026 Günlük
IWM · iShares Trust 0,03% 546.711 SH 08 Ağustos 2026 Günlük
PRFZ · Invesco Exchange-Traded Fund Trust 0,03% 19.019 SH 08 Ağustos 2026 Günlük
DFSV · Dimensional ETF Trust 0,03% 57.429 NS 30 Nisan 2026 N-PORT
DFAT · Dimensional ETF Trust 0,03% 100.308 NS 30 Nisan 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,02% 183.139 NS 31 Mayıs 2026 N-PORT
RSSL · Global X Funds 0,02% 8.504 NS 30 Nisan 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,02% 113.500 SH 08 Ağustos 2026 Günlük
ITWO · ProShares Trust 0,02% 922 NS 31 Mayıs 2026 N-PORT
DFAS · Dimensional ETF Trust 0,02% 64.630 NS 30 Nisan 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,02% 94.075 NS 31 Mayıs 2026 N-PORT
UWM · ProShares Trust 0,01% 720 NS 31 Mayıs 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,01% 226.687 SH 08 Ağustos 2026 Günlük
VFH · VANGUARD WORLD FUND 0,01% 27.487 SH 08 Ağustos 2026 Günlük
URTY · ProShares Trust 0,01% 731 NS 31 Mayıs 2026 N-PORT
EBI · RBB Fund Trust 0,01% 1.208 NS 31 Mayıs 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 769 NS 31 Mayıs 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 40.167 NS 30 Nisan 2026 N-PORT
HDG · ProShares Trust 0,00% 18 NS 31 Mayıs 2026 N-PORT
DXUV · Dimensional ETF Trust 0,00% 338 NS 30 Nisan 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 10.174 NS 31 Mayıs 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 10.663 NS 30 Nisan 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 1.200 NS 30 Nisan 2026 N-PORT
ITOT · iShares Trust 0,00% 39.616 SH 08 Ağustos 2026 Günlük
DFAU · Dimensional ETF Trust 0,00% 4.600 NS 30 Nisan 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 1.238 NS 30 Nisan 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,00% 156 NS 31 Mayıs 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 6.360 NS 30 Nisan 2026 N-PORT
IWV · iShares Trust 0,00% 4.701 SH 08 Ağustos 2026 Günlük
SCHB · SCHWAB STRATEGIC TRUST 0,00% 12.266 NS 31 Mayıs 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 595.014 SH 08 Ağustos 2026 Günlük
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 1.506 SH 08 Ağustos 2026 Günlük