Strategic Financial Services, Inc.

Position in CBU — Community Financial System, Inc.

CIK 1432539 UTICA, NY

Position in CBU

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$509,433

+$10,510 QoQ

Shares Held

8,686

0.0% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Strategic Financial Services, Inc. holds $4,453,236 across 5 Banks - Regional names. CBU ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	13,609	$2,813,252
2	NWFL	Norwood Financial Corp	17,972	$528,736
3	CBU	Community Financial System, Inc. This page	8,686	$509,433
4	TMP	Tompkins Financial Corp	5,095	$401,689
5	NBTB	Nbt Bancorp Inc	4,700	$200,126

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$509,433	8,686	0.0%	Shares	Sole	2026-05-08
2025-12-31	$498,923	8,686	-1.4%	Shares	Sole	2026-02-09
2025-09-30	$516,735	8,812	0.0%	Shares	Sole	2025-11-14
2025-06-30	$501,138	8,812	-2.5%	Shares	Sole	2025-08-01
2025-03-31	$513,730	9,035	-2.3%	Shares	Sole	2025-05-23
2024-12-31	$570,231	9,245	0.0%	Shares	Sole	2025-02-11
2024-09-30	$536,857	9,245	-4.4%	Shares	Sole	2024-11-14
2024-06-30	$456,662	9,673	0.0%	Shares	Sole	2024-08-12
2024-03-31	$464,594	9,673	-10.7%	Shares	Sole	2024-05-07
2023-12-31	$564,455	10,832	0.0%	Shares	Sole	2024-02-08
2023-09-30	$457,218	10,832	-1.8%	Shares	Sole	2023-11-06
2023-06-30	$517,180	11,032	0.0%	Shares	Sole	2023-08-10
2023-03-31	$579,069	11,032	0.0%	Shares	Sole	2023-05-12
2022-12-31	$694,464	11,032	0.0%	Shares	Sole	2023-02-13
2022-09-30	$662,802	11,032	0.0%	Shares	Sole	2022-11-09
2022-06-30	$698,104	11,032	0.0%	Shares	Sole	2022-08-12
2022-03-31	$773,894	11,032	0.0%	Shares	Sole	2022-04-26
2021-12-31	$821,663	11,032	+1.9%	Shares	Sole	2022-02-15
2021-09-30	$740,920	10,829	0.0%	Shares	Sole	2021-11-15
2021-06-30	$819,213	10,829	0.0%	Shares	Sole	2021-08-16
2021-03-31	$830,800	10,829	-2.1%	Shares	Sole	2021-05-06
2020-12-31	$689,522	11,066	+14.9%	Shares	Sole	2021-02-08
2020-09-30	$524,667	9,634	-0.7%	Shares	Sole	2020-11-16
2020-06-30	$553,322	9,704	0.0%	Shares	Sole	2020-08-11
2020-03-31	$570,595	9,704	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.