Community Financial Services Group, LLC

Position in CBU — Community Financial System, Inc.

CIK 1537319 NEWPORT, VT

Position in CBU

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$93,229

+$11,765 QoQ

Shares Held

1,389

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#43

of 72 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Community Financial Services Group, LLC holds $38,672,286 across 10 Banks - Regional names. CBU ranks #8 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMTV	Community Bancorp /Vt	696,493	$27,232,876
2	PNC	Pnc Financial Services Group, Inc.	39,907	$9,825,900
3	RF	Regions Financial Corp	21,898	$661,319
4	BHB	Bar Harbor Bankshares	11,344	$428,349
5	UNB	Union Bankshares Inc	7,180	$174,186
6	MTB	M&T Bank Corp	500	$119,005
7	EWBC	East West Bancorp Inc	905	$116,825
8	CBU	Community Financial System, Inc. This page	1,389	$93,229

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,229	1,389	0.0%	Shares	Defined	2026-07-09
2026-03-31	$81,464	1,389	-96.7%	Shares	Defined	2026-04-08
2021-12-31	$3,120,711	41,900	+2.0%	Shares	Sole	2022-03-10
2021-09-30	$2,811,035	41,085	-7.4%	Shares	Sole	2021-11-09
2021-06-30	$3,358,102	44,390	+0.4%	Shares	Sole	2021-07-23
2021-03-31	$3,391,407	44,205	-10.3%	Shares	Sole	2021-05-14
2020-12-31	$3,069,514	49,262	-6.2%	Shares	Sole	2021-02-04
2020-09-30	$2,859,204	52,501	-14.8%	Shares	Sole	2020-10-29
2020-06-30	$3,511,918	61,591	-50.1%	Shares	Sole	2020-07-24
2020-03-31	$7,262,328	123,509	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.