PARK AVENUE SECURITIES LLC
Broker-DealerPosition in CBU — Community Financial System, Inc.
CIK 1071640
NEW YORK, NY
Position in CBU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$424,802
+$83,494 QoQ
Shares Held
6,329
+6.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#153
of 276 holders
Holding Since
Dec 2024
6 quarters on record
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $54,052,929 across 43 Banks - Regional names. CBU ranks #31 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
165,280 | $9,982,912 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
19,138 | $4,712,158 | |
| 3 | TFC |
Truist Financial Corp
|
62,761 | $3,126,753 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
44,177 | $3,095,482 | |
| 5 | WTFC |
Wintrust Financial Corp
|
19,216 | $3,088,395 | |
| 6 | RF |
Regions Financial Corp
|
77,432 | $2,338,446 | |
| 7 | FITB |
Fifth Third Bancorp
|
36,748 | $2,071,484 | |
| 8 | LYG |
Lloyds Banking Group plc
|
336,738 | $1,963,182 |
All Filings in CBU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,802 | 6,329 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $341,308 | 5,942 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $330,964 | 5,644 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $257,848 | 4,534 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $245,635 | 4,320 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $225,748 | 3,660 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||