Stone House Investment Management, LLC

Position in CBU — Community Financial System, Inc.

CIK 1696497 TUNKHANNOCK, PA

Position in CBU

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$223,339

+$4,608 QoQ

Shares Held

3,808

0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Stone House Investment Management, LLC holds $2,918,757 across 60 Banks - Regional names. CBU ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CZNC	Citizens & Northern Corp	56,373	$1,259,372
2	PFIS	Peoples Financial Services Corp.	10,180	$542,899
3	PNC	Pnc Financial Services Group, Inc.	2,011	$418,468
4	CBU	Community Financial System, Inc. This page	3,808	$223,339
5	NBTB	Nbt Bancorp Inc	5,165	$219,925
6	MTB	M&T Bank Corp	282	$58,295
7	CZFS	Citizens Financial Services Inc	496	$30,330
8	TFC	Truist Financial Corp	473	$21,743

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$223,339	3,808	0.0%	Shares	Sole	2026-04-22
2025-12-31	$218,731	3,808	-1.0%	Shares	Sole	2026-01-21
2025-09-30	$225,646	3,848	+6.9%	Shares	Sole	2025-10-27
2025-06-30	$204,618	3,598	0.0%	Shares	Sole	2025-08-06
2025-03-31	$204,582	3,598	+52.5%	Shares	Sole	2025-05-13
2024-09-30	$137,045	2,360	+51.0%	Shares	Sole	2024-11-13
2024-06-30	$73,789	1,563	+412.5%	Shares	Sole	2024-08-14
2024-03-31	$14,649	305	0.0%	Shares	Sole	2024-05-15
2023-12-31	$15,893	305	0.0%	Shares	Sole	2024-01-31
2023-09-30	$12,874	305	-88.5%	Shares	Sole	2023-11-14
2023-06-30	$124,466	2,655	0.0%	Shares	Sole	2023-08-11
2023-03-31	$139,360	2,655	—	Shares	Sole	2023-04-26
No filing history on record for this holder in this stock.