Gallagher Fiduciary Advisors, LLC

Position in CBU — Community Financial System, Inc.

CIK 1527781 ROLLING MEADOWS, IL

Position in CBU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$720,466

+$79,833 QoQ

Shares Held

10,734

-1.7% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#128

of 279 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gallagher Fiduciary Advisors, LLC holds $11,070,393 across 16 Banks - Regional names. CBU ranks #6 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UMBF	Umb Financial Corp	7,310	$1,043,575
2	AROW	Arrow Financial Corp	25,106	$1,029,094
3	PRK	Park National Corp /Oh/	5,065	$926,844
4	VLY	Valley National Bancorp	60,084	$880,230
5	BANF	Bancfirst Corp /Ok/	6,993	$777,132
6	CBU	Community Financial System, Inc. This page	10,734	$720,466
7	EBC	Eastern Bankshares, Inc.	32,242	$717,062
8	GBCI	Glacier Bancorp, Inc.	13,789	$711,236

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$720,466	10,734	-1.7%	Shares	Sole	2026-08-14
2026-03-31	$640,633	10,923	-9.5%	Shares	Sole	2026-05-15
2025-12-31	$693,473	12,073	+9.0%	Shares	Sole	2026-02-17
2025-09-30	$649,789	11,081	+0.2%	Shares	Sole	2025-11-14
2025-06-30	$628,640	11,054	+22.4%	Shares	Sole	2025-08-14
2025-03-31	$513,332	9,028	+6.3%	Shares	Sole	2025-05-15
2024-12-31	$524,033	8,496	+17.9%	Shares	Sole	2025-02-14
2024-09-30	$418,568	7,208	+32.1%	Shares	Sole	2024-11-14
2024-06-30	$257,577	5,456	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.