BROWN, LISLE/CUMMINGS, INC.
Position in CBU — Community Financial System, Inc.
CIK 14745
PROVIDENCE, RI
Position in CBU
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$65,442
+$8,669 QoQ
Shares Held
975
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#206
of 280 holders
Holding Since
Dec 2021
19 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, 2026BROWN, LISLE/CUMMINGS, INC. holds $5,498,547 across 35 Banks - Regional names. CBU ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WASH |
Washington Trust Bancorp Inc
|
52,765 | $1,924,867 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
25,925 | $1,816,564 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,294 | $1,303,488 | |
| 4 | TFC |
Truist Financial Corp
|
1,340 | $66,758 | |
| 5 | CBU |
Community Financial System, Inc.
This page
|
975 | $65,442 | |
| 6 | VLY |
Valley National Bancorp
|
4,400 | $64,460 | |
| 7 | BBT |
Beacon Financial Corp
|
1,893 | $57,641 | |
| 8 | AROW |
Arrow Financial Corp
|
1,332 | $54,598 |
All Filings in CBU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,442 | 975 | Shares | Sole | 2026-09-02 | |
| 2026-03-31 | $56,773 | 968 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $55,142 | 960 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $55,825 | 952 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $53,742 | 945 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $53,277 | 937 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $57,300 | 929 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $53,540 | 922 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $43,102 | 913 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $53,025 | 1,104 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $36,477 | 700 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $76,948 | 1,823 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $84,618 | 1,805 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $68,289 | 1,301 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $33,552 | 533 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $31,782 | 529 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $33,285 | 526 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $36,618 | 522 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $38,729 | 520 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||