IFP Advisors, Inc

Position in CBU — Community Financial System, Inc.

CIK 1641866 TAMPA, FL

Position in CBU

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$42,084

+$11,352 QoQ

Shares Held

627

+19.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#211

of 276 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $22,346,713 across 256 Banks - Regional names. CBU ranks #59 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	14,200	$3,496,324
2	MTB	M&T Bank Corp	8,298	$1,975,006
3	USB	US Bancorp \De\	30,443	$1,838,757
4	PGC	Peapack Gladstone Financial Corp	26,547	$1,256,469
5	NBTB	Nbt Bancorp Inc	25,034	$1,235,928
6	WSBC	Wesbanco Inc	25,294	$987,224
7	CFG	Citizens Financial Group Inc/Ri	9,945	$696,846
8	NU	Nu Holdings Ltd.	42,950	$573,812

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,084	627	+19.7%	Shares	Sole	2026-07-20
2026-03-31	$30,732	524	+0.4%	Shares	Sole	2026-04-13
2025-12-31	$29,983	522	+507.0%	Shares	Sole	2026-02-06
2025-09-30	$5,043	86	—	Shares	Sole	2026-02-06
2025-06-30	$16,549	0	-100.0%	Shares	Sole	2025-07-24
2024-12-31	$123	2	-99.1%	Shares	Sole	2025-02-04
2022-12-31	$27	223	-3.0%	Shares	Sole	2023-02-07
2022-09-30	$13,818	230	+0.4%	Shares	Sole	2022-11-08
2022-06-30	$14,491	229	0.0%	Shares	Sole	2022-09-06
2022-03-31	$16,064	229	—	Shares	Sole	2022-09-06
2021-06-30	$0	0	—	Shares	Sole	2021-07-13
2021-03-31	$0	0	—	Shares	Sole	2021-04-30
2020-12-31	$0	0	-100.0%	Shares	Sole	2021-01-25
2020-09-30	$1,960	36	—	Shares	Sole	2020-10-29
2020-06-30	$0	0	—	Shares	Sole	2020-08-05
2020-03-31	$0	0	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.