HANTZ FINANCIAL SERVICES, INC.
Position in CBU — Community Financial System, Inc.
CIK 1071061
SOUTHFIELD, MI
Position in CBU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$85,041
+$33,312 QoQ
Shares Held
1,267
+43.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
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, 2026HANTZ FINANCIAL SERVICES, INC. holds $82,908,429 across 118 Banks - Regional names. CBU ranks #77 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
36,294 | $8,936,308 | |
| 2 | FITB |
Fifth Third Bancorp
|
126,593 | $7,136,047 | |
| 3 | USB |
US Bancorp \De\
|
92,824 | $5,606,569 | |
| 4 | BAP |
Credicorp Ltd
|
9,970 | $3,884,112 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
113,389 | $3,634,117 | |
| 6 | WSFS |
Wsfs Financial Corp
|
38,209 | $2,931,776 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
40,862 | $2,863,200 | |
| 8 | HDB |
Hdfc Bank Ltd
|
110,477 | $2,853,620 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,041 | 1,267 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $51,729 | 882 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $24,584 | 428 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $20,465 | 349 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,667 | 170 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,752 | 66 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3 | 54 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,135 | 54 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3 | 54 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3 | 54 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $3,699 | 71 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $2,996 | 71 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $3 | 71 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $3,726 | 71 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $4 | 71 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $4,265 | 71 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $6,264 | 99 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $8,207 | 117 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $8,714 | 117 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $13,410 | 196 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $14,827 | 196 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $519,240 | 6,768 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $387,692 | 6,222 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $324,962 | 5,967 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $314,351 | 5,513 | Shares | Sole | 2024-08-06 | |
| 2020-03-31 | $300,350 | 5,108 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||