Janney Montgomery Scott LLC
Position in CBU — Community Financial System, Inc.
CIK 1329948
PHILADELPHIA, PA
Position in CBU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,122,980
+$783,993 QoQ
Shares Held
61,427
+5.7% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 276 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $409,102,260 across 87 Banks - Regional names. CBU ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
618,232 | $152,221,083 | |
| 2 | TFC |
Truist Financial Corp
|
887,375 | $44,209,022 | |
| 3 | MTB |
M&T Bank Corp
|
83,442 | $19,860,030 | |
| 4 | EWBC |
East West Bancorp Inc
|
153,779 | $19,851,331 | |
| 5 | LYG |
Lloyds Banking Group plc
|
3,093,483 | $18,035,005 | |
| 6 | FITB |
Fifth Third Bancorp
|
272,386 | $15,354,398 | |
| 7 | USB |
US Bancorp \De\
|
247,081 | $14,923,692 | |
| 8 | CBFV |
CB Financial Services, Inc.
|
305,098 | $11,563,214 |
All Filings in CBU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,122,980 | 61,427 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $3,338,987 | 58,130 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,306,123 | 56,380 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,895,820 | 50,920 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,866,085 | 50,406 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,103,860 | 50,322 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,893,221 | 49,823 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,496,370 | 52,878 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,485,552 | 51,750 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,545,000 | 48,839 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,007,043 | 47,549 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,686,320 | 35,971 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,809,225 | 34,468 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,966,935 | 31,246 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,727,960 | 28,761 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,667,870 | 26,357 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $2,029,728 | 27,252 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,692,368 | 24,735 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,992,091 | 26,333 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,081,336 | 27,129 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,913,789 | 30,714 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,643,058 | 30,170 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,500,367 | 26,313 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,564,491 | 26,607 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||