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Equibles

Strategic Financial Services, Inc.

Position in CBU — Community Financial System, Inc.

CIK 1432539 UTICA, NY
Back to CBU Full portfolio

Position in CBU

as of Jun 30, 2026 · filed Aug 24, 2026
Position Value
$583,004
+$73,571 QoQ
Shares Held
8,686
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#135
of 280 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)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Strategic Financial Services, Inc. holds $5,058,280 across 5 Banks - Regional names. CBU ranks #2 (11.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MTB
M&T Bank Corp
 13,377 $3,183,859
2 CBU
Community Financial System, Inc.
This page 		8,686 $583,004
3 NWFL
Norwood Financial Corp
 17,972 $577,799
4 TMP
Tompkins Financial Corp
 5,095 $481,579
5 NBTB
Nbt Bancorp Inc
 4,700 $232,039

All Filings in CBU

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $583,004 8,686
2026-03-31 $509,433 8,686
2025-12-31 $498,923 8,686
2025-09-30 $516,735 8,812
2025-06-30 $501,138 8,812
2025-03-31 $513,730 9,035
2024-12-31 $570,231 9,245
2024-09-30 $536,857 9,245
2024-06-30 $456,662 9,673
2024-03-31 $464,594 9,673
2023-12-31 $564,455 10,832
2023-09-30 $457,218 10,832
2023-06-30 $517,180 11,032
2023-03-31 $579,069 11,032
2022-12-31 $694,464 11,032
2022-09-30 $662,802 11,032
2022-06-30 $698,104 11,032
2022-03-31 $773,894 11,032
2021-12-31 $821,663 11,032
2021-09-30 $740,920 10,829
2021-06-30 $819,213 10,829
2021-03-31 $830,800 10,829
2020-12-31 $689,522 11,066
2020-09-30 $524,667 9,634
2020-06-30 $553,322 9,704
2020-03-31 $570,595 9,704