Number of Shares
80,085.00
Current Holdings Value*
$2.00 Mil
% of Portfolio
0.84%
Total Estimate Gain
$225,433.66
% of Total Estimate Gain
4.79%

BAYVIEW ASSET MANAGEMENT, LLC's Financial Institutions Inc Holding Summary

As of 2025-03-31, BAYVIEW ASSET MANAGEMENT, LLC held 80,085.00 shares of Financial Institutions Inc(FISI), totaling $2.00 Mil. This investment constitutes 0.84% of their stock portfolio, and BAYVIEW ASSET MANAGEMENT, LLC now holds 0.4% of the outstanding Financial Institutions Inc(FISI) stock.

The initial trade took place in 2024Q2. And since then BAYVIEW ASSET MANAGEMENT, LLC has made 2 purchases of FISI, at an average price of $25.07, for a total of 187,622.00 shares. In addition, there have been 2 sales at an average price of $26.54 for 107,537.00 shares. Based on historical transaction data and FISI's current price of $25.91, BAYVIEW ASSET MANAGEMENT, LLC's estimated gain on his FISI holdings is $225,433.66, reflecting a 4.79% gain to date.

BAYVIEW ASSET MANAGEMENT, LLC FISI ($25.91) Holding Chart

BAYVIEW ASSET MANAGEMENT, LLC FISI ($25.91) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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