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Stonebrook Private Inc.

SEC CIK
0002008738
Latest filing
Aug 14, 2026

FISI holding history

Financial Institutions Inc in every 13F filed by Stonebrook Private Inc., 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)
8,759
Value
$341.3K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of FISI by Stonebrook Private Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,759$341.3K0.1%+74+0.9%AddedHolders
Q1 20268,685$275.4K0.1%+16+0.2%AddedHolders
Q4 20258,669$270.2K0.1%+16+0.2%AddedHolders
Q3 20258,653$235.4K0.1%−48−0.6%ReducedHolders
Q2 20258,701$223.4K0.1%+17+0.2%AddedHolders
Q1 20258,684$216.8K0.1%+15+0.2%AddedHolders
Q4 20248,669$236.6K0.1%+102+1.2%AddedHolders
Q3 20248,567$218.2K0.1%+8,567NewHolders