LEVEL FOUR ADVISORY SERVICES, LLC
Position in CBU — Community Financial System, Inc.
CIK 1696715
DALLAS, TX
Position in CBU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$856,853
+$85,313 QoQ
Shares Held
12,766
-3.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#113
of 275 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $26,327,295 across 18 Banks - Regional names. CBU ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
4,852 | $10,095,993 | |
| 2 | RF |
Regions Financial Corp
|
163,281 | $4,931,086 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,982 | $2,211,548 | |
| 4 | TFC |
Truist Financial Corp
|
41,776 | $2,081,280 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
59,920 | $1,062,381 | |
| 6 | LOB |
Live Oak Bancshares, Inc.
|
24,995 | $1,020,795 | |
| 7 | OZK |
Bank OZK
|
16,778 | $873,966 | |
| 8 | CBU |
Community Financial System, Inc.
This page
|
12,766 | $856,853 |
All Filings in CBU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,853 | 12,766 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $771,540 | 13,155 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $762,113 | 13,268 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $807,648 | 13,773 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $755,972 | 13,293 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $693,350 | 12,194 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $686,190 | 11,125 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $488,020 | 8,404 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $416,250 | 8,817 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||