Ascent Wealth Partners, LLC

Position in CBU — Community Financial System, Inc.

CIK 1546865 NEW HARTFORD, NY

Position in CBU

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$257,740

+$33,639 QoQ

Shares Held

3,840

+0.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#178

of 275 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ascent Wealth Partners, LLC holds $1,813,948 across 4 Banks - Regional names. CBU ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	3,353	$798,047
2	PNC	Pnc Financial Services Group, Inc.	2,058	$506,720
3	CBU	Community Financial System, Inc. This page	3,840	$257,740
4	NBTB	Nbt Bancorp Inc	5,093	$251,441

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$257,740	3,840	+0.5%	Shares	Sole	2026-07-31
2026-03-31	$224,101	3,821	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.