Financial Institutions, Inc.
US ˙ NasdaqGS ˙ US3175854047

SecurityFISI / Financial Institutions, Inc.
InstitutionCourier Capital Llc
Latest Disclosed Ownership117,201 shares
Latest Disclosed Value $ 3,716,457
Courier Capital Llc reports 1.12% increase in ownership of FISI / Financial Institutions, Inc.

On April 23, 2026 - Courier Capital Llc filed a 13F-HR/A form disclosing ownership of 117,201 shares of Financial Institutions, Inc. (US:FISI) valued at $3,716,444 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 115,900 shares of Financial Institutions, Inc.. This represents a change in shares of 1.12% during the quarter. The current value of the position is $4,291,901 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-23 2026-03-31 13F/A-1 FINANCIAL INSTITUTIONS COM 317585404 117,201 1,301 1.12 3,716 2.88 0.2077
2026-04-20 2026-03-31 13F FINANCIAL INSTITUTIONS COM 317585404 117,201 1,301 1.12 3,716 2.88 0.2077
2026-01-29 2025-12-31 13F FINANCIAL INSTNS COM 317585404 115,900 -17,108 -12.86 3,613 -0.14 0.2029
2025-10-29 2025-09-30 13F FINANCIAL INSTNS COM 317585404 133,008 -119,515 -47.33 3,618 -44.22 0.2073
2025-07-28 2025-06-30 13F FINANCIAL INSTNS COM 317585404 252,523 -100,061 -28.38 6,485 -26.32 0.3937
2025-04-14 2025-03-31 13F FINANCIAL INSTNS COM 317585404 352,584 458 0.13 8,801 -8.42 0.5759
2025-01-13 2024-12-31 13F FINANCIAL INSTNS COM 317585404 352,126 1,887 0.54 9,610 7.72 0.6629
2024-10-22 2024-09-30 13F FINANCIAL INSTNS COM 317585404 350,239 8,064 2.36 8,921 34.95 0.6112
2024-07-23 2024-06-30 13F FINANCIAL INSTNS COM 317585404 342,175 3,489 1.03 6,611 3.70 0.5253
2024-04-16 2024-03-31 13F FINANCIAL INSTNS COM 317585404 338,686 121,233 55.75 6,374 37.64 0.4611
2024-01-17 2023-12-31 13F FINANCIAL INSTNS COM 317585404 217,453 109,144 100.77 4,632 154.17 0.3516
2023-10-13 2023-09-30 13F FINANCIAL INSTNS COM 317585404 108,309 93,335 623.31 1,823 675.32 0.1511
2023-07-31 2023-06-30 13F FINANCIAL INSTNS COM 317585404 14,974 0 0.00 236 -18.40 0.0186
2023-05-18 2023-03-31 13F FINANCIAL INSTNS COM 317585404 14,974 811 5.73 289 -16.52 0.0319
2023-01-24 2022-12-31 13F FINANCIAL INSTNS COM 317585404 14,163 0 0.00 345 1.17 0.0398
2022-10-18 2022-09-30 13F FINANCIAL INSTNS COM 317585404 14,163 0 0.00 341 -7.59 0.0422
2022-07-20 2022-06-30 13F FINANCIAL INSTNS COM 317585404 14,163 0 0.00 369 -13.58 0.0432
2022-05-02 2022-03-31 13F FINANCIAL INSTNS COM 317585404 14,163 -64 -0.45 427 -5.53 0.0427
2022-01-18 2021-12-31 13F FINANCIAL INSTNS COM 317585404 14,227 -1,936 -11.98 452 -8.69 0.0420
2021-10-14 2021-09-30 13F FINANCIAL INSTNS COM 317585404 16,163 0 0.00 495 2.06 0.0471
2021-07-12 2021-06-30 13F FINANCIAL INSTNS COM 317585404 16,163 0 0.00 485 -1.02 0.0461
2021-04-12 2021-03-31 13F FINANCIAL INSTNS COM 317585404 16,163 -2,000 -11.01 490 19.80 0.0495
2021-02-10 2020-12-31 13F FINANCIAL INSTNS COM 317585404 18,163 0 0.00 409 28.62 0.0444
2020-11-09 2020-09-30 13F FINANCIAL INSTNS COM 317585404 18,163 -1,000 -5.22 318 -3.64 0.0381
2020-07-06 2020-06-30 13F FINANCIAL INSTNS COM 317585404 19,163 0 0.00 330 5.77 0.0425
2020-04-22 2020-03-31 13F FINANCIAL INSTNS COM 317585404 19,163 0 0.00 312 -48.60 0.0463
2020-01-10 2019-12-31 13F FINANCIAL INSTNS COM 317585404 19,163 0 0.00 607 7.62 0.0712
2019-10-04 2019-09-30 13F FINANCIAL INSTNS COM 317585404 19,163 19,163 564 0.0734
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.