Cliff Asness's FISI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 158,010 shares of Financial Institutions, Inc. (FISI) worth $5.01 M, representing 0.00% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in FISI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 97,539 shares. Largest reduction occurred in Q3 2019, reducing 74,218 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Financial Institutions (FISI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Financial Institutions (FISI) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +63,433 | Add 67.07% | 158,010 | $31.71 |
| Q4 2025 | +91 | Add 0.10% | 94,577 | $31.17 |
| Q3 2025 | +7,214 | Add 8.27% | 94,486 | $27.20 |
| Q2 2025 | -9,934 | Reduce 10.22% | 87,272 | $25.68 |
| Q1 2025 | +10,590 | Add 12.23% | 97,206 | $24.96 |
| Q4 2024 | +6,432 | Add 8.02% | 86,616 | $27.29 |
| Q3 2024 | +16,971 | Add 26.85% | 80,184 | $25.47 |
| Q2 2024 | +37,653 | Add 147.31% | 63,213 | $19.32 |
| Q1 2024 | -3,756 | Reduce 12.81% | 25,560 | $18.82 |
| Q4 2023 | -21,726 | Reduce 42.56% | 29,316 | $21.30 |
| Q3 2023 | +51,042 | New Buy | 51,042 | $16.83 |
| Q1 2023 | -44,750 | Sold Out | 0 | $0.00 |
| Q4 2022 | -21,145 | Reduce 32.09% | 44,750 | $24.36 |
| Q3 2022 | -1,138 | Reduce 1.70% | 65,895 | $24.07 |
| Q2 2022 | +25,143 | Add 60.02% | 67,033 | $26.02 |
| Q1 2022 | +1 | Add 0.00% | 41,890 | $30.13 |
| Q3 2021 | +1,682 | Add 4.18% | 41,889 | $30.65 |
| Q2 2021 | +4,233 | Add 11.77% | 40,207 | $29.99 |
| Q1 2021 | +35,974 | New Buy | 35,974 | $30.30 |
| Q3 2019 | -74,218 | Sold Out | 0 | $0.00 |
| Q2 2019 | -29,718 | Reduce 28.59% | 74,218 | $29.14 |
| Q1 2019 | -9,312 | Reduce 8.22% | 103,936 | $27.18 |
| Q4 2018 | -47,390 | Reduce 29.50% | 113,248 | $25.70 |
| Q3 2018 | +13,863 | Add 9.45% | 160,638 | $31.40 |
| Q2 2018 | +11,032 | Add 8.13% | 146,775 | $32.90 |
| Q1 2018 | +262 | Add 0.19% | 135,743 | $29.60 |
| Q4 2017 | +22,827 | Add 20.26% | 135,481 | $31.10 |
| Q3 2017 | +97,539 | Add 645.31% | 112,654 | $28.81 |
| Q2 2017 | +1,291 | Add 9.34% | 15,115 | $29.77 |
| Q1 2017 | +13,824 | New Buy | 13,824 | $32.99 |
| Q3 2016 | -13,609 | Sold Out | 0 | $0.00 |
| Q2 2016 | -4,817 | Reduce 26.14% | 13,609 | $26.09 |
| Q1 2016 | +18,426 | New Buy | 18,426 | $29.09 |
Cliff Asness's Financial Institutions Investment FAQs
Cliff Asness first purchased Financial Institutions, Inc. (FISI) in Q1 2016, acquiring 18,426 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Financial Institutions, Inc. (FISI) for 34 quarters since Q1 2016.
Cliff Asness's largest addition to Financial Institutions, Inc. (FISI) was in Q3 2017, adding 112,654 shares worth $3.24 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 158,010 shares of Financial Institutions, Inc. (FISI), valued at approximately $5.01 M.
As of the Q1 2026 filing, Financial Institutions, Inc. (FISI) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Financial Institutions, Inc. (FISI) was 160,638 shares, as reported at the end of Q3 2018.