FINANCIAL INSTNS INC

Ticker: FISI CUSIP: 317585404 Class: Common Stock

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,649 Value ($000) $51 Avg Close $29.24 Range $25.37 - $33.00
Q3 2025
Shares 1,658 Value ($000) $45 Avg Close $26.18 Range $24.11 - $27.86
Q2 2025
Shares 1,738 Value ($000) $45 Avg Close $24.20 Range $20.29 - $27.08
Q1 2025
Shares 223 Value ($000) $6 Avg Close $25.87 Range $23.85 - $28.48
Q4 2024
Shares 201 Value ($000) $5 Avg Close $24.95 Range $22.27 - $28.05
Q3 2024
Shares 505 Value ($000) $13 Avg Close $22.38 Range $17.35 - $25.94
Q2 2024
Shares 505 Value ($000) $13 Avg Close $16.33 Range $14.96 - $18.27
Q1 2024
Shares 505 Value ($000) $9 Avg Close $17.92 Range $16.00 - $20.88
Q4 2023
Shares 505 Value ($000) $11 Avg Close $15.93 Range $13.54 - $19.82
Q3 2023
Shares 538 Value ($000) $9 Avg Close $15.43 Range $13.52 - $18.24
Q2 2023
Shares 404 Value ($000) $6 Avg Close $14.59 Range $11.90 - $16.72