ENVESTNET ASSET MANAGEMENT INC
Position in CBU — Community Financial System, Inc.
CIK 1407543
Berwyn, PA
Position in CBU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,314,691
+$839,280 QoQ
Shares Held
123,878
-2.8% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 276 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. CBU ranks #43 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp \De\
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,314,691 | 123,878 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,475,411 | 127,458 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,663,154 | 116,002 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,706,187 | 114,362 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,560,805 | 97,781 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,775,500 | 83,987 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,636,917 | 75,177 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,737,849 | 64,368 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,628,605 | 55,679 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,288,725 | 47,652 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,999,408 | 38,369 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,178,418 | 27,918 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $985,839 | 21,029 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,044,865 | 19,906 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,108,549 | 17,610 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,047,434 | 17,434 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,076,709 | 17,015 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,510,820 | 21,537 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,751,546 | 23,517 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,454,198 | 21,254 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,123,099 | 14,846 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $717,332 | 9,350 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $387,069 | 6,212 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $359,544 | 6,602 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $372,397 | 6,531 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $427,005 | 7,262 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||