Financial Institutions, Inc.
US ˙ NasdaqGS ˙ US3175854047

SecurityFISI / Financial Institutions, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership203,036 shares
Latest Disclosed Value $ 6,438,272
UBS Group AG reports 677.92% increase in ownership of FISI / Financial Institutions, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 203,036 shares of Financial Institutions, Inc. (US:FISI) valued at $6,438,272 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 26,100 shares of Financial Institutions, Inc.. This represents a change in shares of 677.92% during the quarter. The current value of the position is $7,435,178 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)
2026-05-05 2026-03-31 13F FINANCIAL INSTITUTIONS COM 317585404 203,036 176,936 677.92 6,438 691.88 0.0002
2026-01-29 2025-12-31 13F FINANCIAL INSTNS COM 317585404 26,100 -12,322 -32.07 814 -22.20 0.0000
2025-11-13 2025-09-30 13F FINANCIAL INSTNS COM 317585404 38,422 4,627 13.69 1,045 20.53 0.0002
2025-08-14 2025-06-30 13F FINANCIAL INSTNS COM 317585404 33,795 11,201 49.58 868 54.00 0.0002
2025-05-13 2025-03-31 13F FINANCIAL INSTNS COM 317585404 22,594 1,254 5.88 564 -3.26 0.0001
2025-02-14 2024-12-31 13F FINANCIAL INSTNS COM 317585404 21,340 8,925 71.89 582 84.18 0.0001
2024-11-14 2024-09-30 13F FINANCIAL INSTNS COM 317585404 12,415 233 1.91 316 34.47 0.0001
2024-08-14 2024-06-30 13F FINANCIAL INSTNS COM 317585404 12,182 -4,046 -24.93 235 -22.95 0.0001
2024-05-13 2024-03-31 13F FINANCIAL INSTNS COM 317585404 16,228 -971 -5.65 305 -16.67 0.0001
2024-02-09 2023-12-31 13F FINANCIAL INSTNS COM 317585404 17,199 4,384 34.21 366 70.23 0.0001
2023-11-09 2023-09-30 13F FINANCIAL INSTNS COM 317585404 12,815 4,178 48.37 216 59.26 0.0001
2023-08-11 2023-06-30 13F FINANCIAL INSTNS COM 317585404 8,637 2,947 51.79 136 23.85 0.0000
2023-05-12 2023-03-31 13F FINANCIAL INSTNS COM 317585404 5,690 1,441 33.91 110 5.83 0.0000
2023-02-08 2022-12-31 13F FINANCIAL INSTNS COM 317585404 4,249 2,659 167.23 104 171.05 0.0000
2022-11-10 2022-09-30 13F FINANCIAL INSTNS COM 317585404 1,590 -207 -11.52 38 -17.39 0.0000
2022-08-10 2022-06-30 13F FINANCIAL INSTNS COM 317585404 1,797 -3,376 -65.26 46 -70.51 0.0000
2022-05-16 2022-03-31 13F FINANCIAL INSTNS COM 317585404 5,173 -852 -14.14 156 -18.75 0.0001
2022-02-14 2021-12-31 13F FINANCIAL INSTNS COM 317585404 6,025 6,025 192 0.0001
2021-11-15 2021-09-30 13F FINANCIAL INSTNS COM 317585404 0 -174 -100.00 0 -100.00
2021-08-13 2021-06-30 13F FINANCIAL INSTNS COM 317585404 174 -2,765 -94.08 5 -94.38 0.0000
2021-05-12 2021-03-31 13F FINANCIAL INSTNS COM 317585404 2,939 -3,437 -53.91 89 -38.19 0.0000
2021-02-11 2020-12-31 13F FINANCIAL INSTNS COM 317585404 6,376 4,728 286.89 144 453.85 0.0000
2020-11-12 2020-09-30 13F FINANCIAL INSTNS COM 317585404 1,648 -4,669 -73.91 26 -77.97 0.0000
2020-07-31 2020-06-30 13F FINANCIAL INSTNS COM 317585404 6,317 -3,889 -38.11 118 -36.56 0.0000
2020-05-01 2020-03-31 13F FINANCIAL INSTNS COM 317585404 10,206 -9,787 -48.95 186 -71.03 0.0001
2020-02-14 2019-12-31 13F FINANCIAL INSTNS COM 317585404 19,993 4,712 30.84 642 39.26 0.0002
2019-11-14 2019-09-30 13F FINANCIAL INSTNS COM 317585404 15,281 10,120 196.09 461 207.33 0.0002
2019-08-14 2019-06-30 13F FINANCIAL INSTNS COM 317585404 5,161 1,793 53.24 150 64.84 0.0001
2019-05-14 2019-03-31 13F FINANCIAL INSTNS COM 317585404 3,368 -4,632 -57.90 91 -55.83 0.0000
2019-02-14 2018-12-31 13F FINANCIAL INSTNS COM 317585404 8,000 1,410 21.40 206 -0.48 0.0001
2018-11-14 2018-09-30 13F FINANCIAL INSTNS COM 317585404 6,590 1,130 20.70 207 15.00 0.0001
2018-08-14 2018-06-30 13F FINANCIAL INSTNS COM 317585404 5,460 2,259 70.57 180 91.49 0.0001
2018-05-15 2018-03-31 13F FINANCIAL INSTNS COM 317585404 3,201 1,748 120.30 94 108.89 0.0000
2018-02-14 2017-12-31 13F FINANCIAL INSTNS COM 317585404 1,453 -1,337 -47.92 45 -43.75 0.0000
2017-11-14 2017-09-30 13F FINANCIAL INSTNS COM 317585404 2,790 1,275 84.16 80 77.78 0.0000
2017-11-14 2017-06-30 13F/A-1 FINANCIAL INSTNS COM 317585404 1,515 717 89.85 45 73.08 0.0000
2017-08-14 2017-06-30 13F FINANCIAL INSTNS COM 317585404 1,515 717 45
2017-11-14 2017-03-31 13F/A-1 FINANCIAL INSTNS COM 317585404 798 -2,436 -75.32 26 -76.58 0.0000
2017-05-12 2017-03-31 13F FINANCIAL INSTNS COM 317585404 798 -2,436 26
2017-02-14 2016-12-31 13F FINANCIAL INSTNS COM 317585404 3,234 1,965 154.85 111 226.47 0.0001
2016-11-14 2016-09-30 13F FINANCIAL INSTNS COM 317585404 1,269 69 5.75 34 9.68 0.0000
2016-08-12 2016-06-30 13F FINANCIAL INSTNS COM 317585404 1,200 504 72.41 31 55.00 0.0000
2016-05-12 2016-03-31 13F FINANCIAL INSTNS COM 317585404 696 -99 -12.45 20 -9.09 0.0000
2016-02-16 2015-12-31 13F FINANCIAL INSTNS COM 317585404 795 195 32.50 22 46.67 0.0000
2015-11-13 2015-09-30 13F FINANCIAL INSTNS COM 317585404 600 0 0.00 15 0.00 0.0000
2015-08-14 2015-06-30 13F FINANCIAL INSTNS COM 317585404 600 0 0.00 15 7.14 0.0000
2015-05-14 2015-03-31 13F FINANCIAL INSTNS COM 317585404 600 -643 -51.73 14 -54.84 0.0000
2015-02-17 2014-12-31 13F FINANCIAL INSTNS COM 317585404 1,243 1,243 31 0.0000
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.