Waldron Private Wealth LLC
Position in CBU — Community Financial System, Inc.
CIK 1598180
BRIDGEVILLE, PA
Position in CBU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,192,801
+$1,034,393 QoQ
Shares Held
122,062
+0.0% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#37
of 276 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Waldron Private Wealth LLC holds $47,529,323 across 13 Banks - Regional names. CBU ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCF |
First Commonwealth Financial Corp /Pa/
|
1,140,201 | $23,180,286 | |
| 2 | CBU |
Community Financial System, Inc.
This page
|
122,062 | $8,192,801 | |
| 3 | STBA |
S&T Bancorp Inc
|
123,942 | $6,083,073 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
72,399 | $3,318,046 | |
| 5 | CBFV |
CB Financial Services, Inc.
|
60,306 | $2,285,597 | |
| 6 | MTB |
M&T Bank Corp
|
6,500 | $1,547,065 | |
| 7 | TMP |
Tompkins Financial Corp
|
8,841 | $835,651 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
3,014 | $742,107 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,192,801 | 122,062 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,158,408 | 122,053 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $12,076,300 | 210,242 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $12,328,590 | 210,242 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,290,801 | 216,121 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $12,100,945 | 212,820 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,067,357 | 228,070 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,244,024 | 228,070 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,767,184 | 228,070 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,954,202 | 228,070 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,884,727 | 228,070 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $9,626,834 | 228,070 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $10,691,921 | 228,070 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $22,275,076 | 424,368 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $26,551,680 | 421,790 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $25,341,143 | 421,790 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,690,871 | 421,790 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $29,588,568 | 421,790 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $33,450,904 | 449,126 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $30,729,200 | 449,126 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $33,976,381 | 449,126 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $34,456,946 | 449,126 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $40,459,503 | 649,326 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $35,362,293 | 649,326 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $37,024,568 | 649,326 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $38,073,940 | 647,516 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||