Ameritas Investment Partners, Inc.
Position in CBU — Community Financial System, Inc.
CIK 1055980
LINCOLN, NE
Position in CBU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$326,337
+$66,753 QoQ
Shares Held
4,862
+9.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#163
of 276 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $91,270,903 across 252 Banks - Regional names. CBU ranks #46 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
18,916 | $4,657,496 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
28,316 | $4,375,387 | |
| 3 | OZK |
Bank OZK
|
74,670 | $3,889,559 | |
| 4 | FHN |
First Horizon Corp
|
151,088 | $3,873,895 | |
| 5 | FITB |
Fifth Third Bancorp
|
62,208 | $3,506,663 | |
| 6 | EWBC |
East West Bancorp Inc
|
25,212 | $3,254,617 | |
| 7 | HWC |
Hancock Whitney Corp
|
43,034 | $3,215,500 | |
| 8 | UMBF |
Umb Financial Corp
|
19,861 | $2,835,356 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,337 | 4,862 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $259,584 | 4,426 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $254,229 | 4,426 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $259,540 | 4,426 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $301,411 | 5,300 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $301,358 | 5,300 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $326,904 | 5,300 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $307,771 | 5,300 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $241,998 | 5,126 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $264,981 | 5,517 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $287,490 | 5,517 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $223,501 | 5,295 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $200,318 | 4,273 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $224,289 | 4,273 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $268,985 | 4,273 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $246,628 | 4,105 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $259,764 | 4,105 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $287,965 | 4,105 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $359,738 | 4,830 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $733,462 | 10,720 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $813,841 | 10,758 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,665,054 | 21,703 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $1,368,078 | 21,956 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,188,916 | 21,831 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $252,655 | 4,431 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $260,542 | 4,431 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||