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Equibles

Stone House Investment Management, LLC

Position in CBU — Community Financial System, Inc.

CIK 1696497 TUNKHANNOCK, PA
Back to CBU Full portfolio

Position in CBU

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$324,659
+$101,320 QoQ
Shares Held
4,837
+27.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#166
of 280 holders
Holding Since
Mar 2023
13 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, 2026

Stone House Investment Management, LLC holds $3,554,406 across 74 Banks - Regional names. CBU ranks #4 (9.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CZNC
Citizens & Northern Corp
 49,090 $1,144,287
2 PFIS
Peoples Financial Services Corp.
 11,832 $785,289
3 PNC
Pnc Financial Services Group, Inc.
 2,802 $689,908
4 CBU
Community Financial System, Inc.
This page 		4,837 $324,659
5 NBTB
Nbt Bancorp Inc
 5,631 $278,002
6 MTB
M&T Bank Corp
 282 $67,118
7 CZFS
Citizens Financial Services Inc
 496 $35,930
8 TFC
Truist Financial Corp
 601 $29,941

All Filings in CBU

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $324,659 4,837
2026-03-31 $223,339 3,808
2025-12-31 $218,731 3,808
2025-09-30 $225,646 3,848
2025-06-30 $204,618 3,598
2025-03-31 $204,582 3,598
2024-09-30 $137,045 2,360
2024-06-30 $73,789 1,563
2024-03-31 $14,649 305
2023-12-31 $15,893 305
2023-09-30 $12,874 305
2023-06-30 $124,466 2,655
2023-03-31 $139,360 2,655