Crossmark Global Holdings, Inc.
Position in CBU — Community Financial System, Inc.
CIK 1539204
HOUSTON, TX
Position in CBU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$213,038
+$5,732 QoQ
Shares Held
3,174
-5.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#184
of 276 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Crossmark Global Holdings, Inc. holds $186,825,127 across 67 Banks - Regional names. CBU ranks #64 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
4,844,087 | $28,241,027 | |
| 2 | USB |
US Bancorp De
|
447,663 | $27,038,845 | |
| 3 | BPOP |
Popular, Inc.
|
159,229 | $26,142,217 | |
| 4 | NWG |
NatWest Group plc
|
1,035,444 | $18,254,877 | |
| 5 | RF |
Regions Financial Corp
|
481,789 | $14,550,027 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
668,210 | $6,401,451 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
86,021 | $6,027,491 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
22,115 | $5,445,155 |
All Filings in CBU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,038 | 3,174 | Shares | Sole | 2026-07-16 | |
| 2024-12-31 | $207,306 | 3,361 | Shares | Sole | 2025-01-16 | |
| 2023-12-31 | $207,189 | 3,976 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $233 | 4,415 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $231,795 | 4,416 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $287,681 | 4,570 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $283,757 | 4,723 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $293,618 | 4,640 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $354,257 | 5,050 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $385,806 | 5,180 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $326,363 | 4,770 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $371,441 | 4,910 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $382,832 | 4,990 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $300,334 | 4,820 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $270,666 | 4,970 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $285,670 | 5,010 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $306,936 | 5,220 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||