Hilton Capital Management, LLC

Position in CBU — Community Financial System, Inc.

CIK 1541211 Garden City, NY

Position in CBU

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,229,453

+$882,374 QoQ

Shares Held

77,912

+5.1% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#47

of 276 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Hilton Capital Management, LLC holds $27,705,402 across 4 Banks - Regional names. CBU ranks #3 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFR	Cullen/Frost Bankers, Inc.	70,983	$10,968,293
2	TFC	Truist Financial Corp	133,278	$6,639,909
3	CBU	Community Financial System, Inc. This page	77,912	$5,229,453
4	CBSH	Commerce Bancshares Inc /Mo/	84,290	$4,867,747

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,229,453	77,912	+5.1%	Shares	Sole	2026-08-04
2026-03-31	$4,347,079	74,119	+14.8%	Shares	Sole	2026-05-15
2025-12-31	$3,709,590	64,582	+10.9%	Shares	Sole	2026-02-12
2025-09-30	$3,414,489	58,228	+16.9%	Shares	Sole	2025-11-12
2025-06-30	$2,833,661	49,827	+10.2%	Shares	Sole	2025-08-14
2025-03-31	$2,569,787	45,195	+12.5%	Shares	Sole	2025-05-13
2024-12-31	$2,478,117	40,177	+4.8%	Shares	Sole	2025-02-10
2024-09-30	$2,225,358	38,322	+13.9%	Shares	Sole	2024-11-08
2024-06-30	$1,588,427	33,646	+2.9%	Shares	Sole	2024-08-07
2024-03-31	$1,569,764	32,683	+128.1%	Shares	Sole	2024-05-10
2023-12-31	$746,527	14,326	+328.8%	Shares	Sole	2024-02-09
2023-03-31	$175,369	3,341	+2.7%	Shares	Sole	2023-05-08
2022-06-30	$205,913	3,254	+9.3%	Shares	Sole	2022-08-08
2021-12-31	$221,726	2,977	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.