Cambridge Investment Research Advisors, Inc.
Position in CBU — Community Financial System, Inc.
CIK 1419186
FAIRFIELD, IA
Position in CBU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$294,992
-$101,482 QoQ
Shares Held
4,395
-35.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#169
of 276 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $163,289,391 across 88 Banks - Regional names. CBU ranks #63 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
468,626 | $28,305,010 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
86,719 | $21,351,952 | |
| 3 | TFC |
Truist Financial Corp
|
403,131 | $20,083,986 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
151,435 | $10,477,787 | |
| 5 | FITB |
Fifth Third Bancorp
|
117,916 | $6,646,924 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
359,091 | $6,366,683 | |
| 7 | MTB |
M&T Bank Corp
|
24,726 | $5,885,035 | |
| 8 | FNB |
Fnb Corp/Pa/
|
275,498 | $5,256,501 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,992 | 4,395 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $396,474 | 6,760 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $340,446 | 5,927 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $439,330 | 7,492 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $458,485 | 8,062 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $443,053 | 7,792 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $480,487 | 7,790 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $646,957 | 11,141 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $597,678 | 12,660 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $632,891 | 13,177 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $690,405 | 13,249 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $566,458 | 13,420 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $630,957 | 13,459 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $715,543 | 13,632 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $848,503 | 13,479 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $808,917 | 13,464 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $482,889 | 7,631 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $534,472 | 7,619 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $567,165 | 7,615 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $522,523 | 7,637 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $576,982 | 7,627 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $584,376 | 7,617 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $602,288 | 9,666 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $588,331 | 10,803 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $614,732 | 10,781 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $649,446 | 11,045 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||