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Livermore
Livermore
ZHEN

UBS Group AG

SEC CIK
0001610520
Latest filing
Aug 13, 2026

FISI holding history

Financial Institutions Inc in every 13F filed by UBS Group AG, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISI overviewAll 13F holders of FISIFull Q2 2026 holdings

Shares (Q2 2026)
13,023
Value
$507.5K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of FISI by UBS Group AG, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,023$507.5K<0.1%−190,013−93.6%ReducedHolders
Q1 2026203,036$6.44M<0.1%+176,936+677.9%AddedHolders
Q4 202526,100$813.5K<0.1%−12,322−32.1%ReducedHolders
Q3 202538,422$1.05M<0.1%+4,627+13.7%AddedHolders
Q2 202533,795$867.9K<0.1%+11,201+49.6%AddedHolders
Q1 202522,594$563.9K<0.1%+1,254+5.9%AddedHolders
Q4 202421,340$582.4K<0.1%+8,925+71.9%AddedHolders
Q3 202412,415$316.2K<0.1%+233+1.9%AddedHolders
Q2 202412,182$235.4K<0.1%−4,046−24.9%ReducedHolders
Q1 202416,228$305.4K<0.1%−971−5.6%ReducedHolders
Q4 202317,199$366.3K<0.1%+4,384+34.2%AddedHolders
Q3 202312,815$215.7K<0.1%+4,178+48.4%AddedHolders
Q2 20238,637$135.9K<0.1%+2,947+51.8%AddedHolders
Q1 20235,690$109.7K<0.1%+1,441+33.9%AddedHolders
Q4 20224,249$103.5K<0.1%+2,659+167.2%AddedHolders
Q3 20221,590$38.0K<0.1%−207−11.5%ReducedHolders
Q2 20221,797$46.0K<0.1%−3,376−65.3%ReducedHolders
Q1 20225,173$156.0K<0.1%−852−14.1%ReducedHolders
Q4 20216,025$192.0K<0.1%+6,025NewHolders
Q3 20210$00.0%−174−100.0%Sold outHolders
Q2 2021174$5.00K<0.1%−2,765−94.1%ReducedHolders
Q1 20212,939$89.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.