LOGAN CAPITAL MANAGEMENT INC
Position in CBU — Community Financial System, Inc.
CIK 1121330
Newtown Square, PA
Position in CBU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,758,720
+$3,758,720 QoQ
Shares Held
56,000
Ownership
0.106%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#57
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)
Derivatives in CBU
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$3,284,400
PutShares
56,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LOGAN CAPITAL MANAGEMENT INC holds $53,778,461 across 16 Banks - Regional names. CBU ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
177,375 | $8,836,822 | |
| 2 | LYG |
Lloyds Banking Group plc
|
1,374,230 | $8,011,760 | |
| 3 | USB |
US Bancorp \De\
|
132,595 | $8,008,738 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
28,196 | $6,942,418 | |
| 5 | FULT |
Fulton Financial Corp
|
204,200 | $4,939,598 | |
| 6 | CBU |
Community Financial System, Inc.
This page
|
56,000 | $3,758,720 | |
| 7 | FRAF |
Franklin Financial Services Corp /Pa/
|
40,550 | $2,538,430 | |
| 8 | RF |
Regions Financial Corp
|
79,372 | $2,397,034 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,758,720 | 56,000 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,284,400 | 56,000 | Put | Other | 2026-05-08 | |
| 2025-12-31 | $3,216,640 | 56,000 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $3,283,840 | 56,000 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,184,720 | 56,000 | Shares | Other | 2025-08-01 | |
| 2025-03-31 | $3,184,160 | 56,000 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $3,454,080 | 56,000 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,251,920 | 56,000 | Shares | Other | 2024-12-06 | |
| 2024-06-30 | $2,643,760 | 56,000 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,689,680 | 56,000 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $2,918,160 | 56,000 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,363,760 | 56,000 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $2,625,280 | 56,000 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $3,159,898 | 60,200 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $3,789,590 | 60,200 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $3,616,816 | 60,200 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,809,456 | 60,200 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $4,223,030 | 60,200 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $4,483,696 | 60,200 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $4,118,884 | 60,200 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $4,554,130 | 60,200 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $4,618,544 | 60,200 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $3,751,062 | 60,200 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,278,492 | 60,200 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $3,432,604 | 60,200 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $3,539,760 | 60,200 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||