Gallagher Fiduciary Advisors, LLC

Position in CBU — Community Financial System, Inc.

CIK 1527781 ROLLING MEADOWS, IL

Position in CBU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$640,633

-$52,840 QoQ

Shares Held

10,923

-9.5% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Gallagher Fiduciary Advisors, LLC holds $9,690,886 across 16 Banks - Regional names. CBU ranks #7 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AROW	Arrow Financial Corp	25,695	$862,581
2	PRK	Park National Corp /Oh/	5,131	$838,661
3	UMBF	Umb Financial Corp	7,433	$838,368
4	BANF	Bancfirst Corp /Ok/	7,189	$780,006
5	VLY	Valley National Bancorp	61,092	$750,209
6	UBSI	United Bankshares Inc/Wv	15,654	$648,388
7	CBU	Community Financial System, Inc. This page	10,923	$640,633
8	EBC	Eastern Bankshares, Inc.	32,647	$638,575

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.