WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in CBU — Community Financial System, Inc.

CIK 1632972 PLYMOUTH, MN

Position in CBU

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,364,658

+$882,590 QoQ

Shares Held

50,129

+18.5% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#59

of 276 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. CBU ranks #26 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	291,021	$71,655,190
2	USB	US Bancorp \De\	582,496	$35,182,758
3	TFC	Truist Financial Corp	606,292	$30,205,467
4	MTB	M&T Bank Corp	84,778	$20,178,011
5	BPOP	Popular, Inc.	87,108	$14,301,391
6	CFG	Citizens Financial Group Inc/Ri	198,819	$13,931,247
7	HBAN	Huntington Bancshares Inc /Md/	737,223	$13,070,963
8	EWBC	East West Bancorp Inc	82,955	$10,708,660

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,364,658	50,129	+18.5%	Shares	Sole	2026-07-15
2026-03-31	$2,482,068	42,320	-23.6%	Shares	Sole	2026-04-08
2025-12-31	$3,182,003	55,397	-0.1%	Shares	Sole	2026-01-08
2025-09-30	$3,251,470	55,448	-0.4%	Shares	Sole	2025-10-29
2025-06-30	$3,167,260	55,693	-0.2%	Shares	Sole	2025-07-10
2025-03-31	$3,173,640	55,815	+6.3%	Shares	Sole	2025-04-16
2024-12-31	$3,239,495	52,521	+5.7%	Shares	Sole	2025-03-17
2024-09-30	$2,885,033	49,682	-0.7%	Shares	Sole	2024-10-24
2024-06-30	$2,362,624	50,045	+2.9%	Shares	Sole	2024-07-16
2024-03-31	$2,335,891	48,634	-3.0%	Shares	Sole	2024-04-15
2023-12-31	$2,612,013	50,125	-4.6%	Shares	Sole	2024-01-30
2023-09-30	$2,217,417	52,533	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.