EverSource Wealth Advisors, LLC
Position in CBU — Community Financial System, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in CBU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$34,832
-$11,438 QoQ
Shares Held
519
-34.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#218
of 276 holders
Holding Since
Dec 2021
17 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, 2026EverSource Wealth Advisors, LLC holds $20,508,011 across 276 Banks - Regional names. CBU ranks #71 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
22,201 | $2,239,633 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,963 | $1,714,425 | |
| 3 | SFBS |
ServisFirst Bancshares, Inc.
|
20,230 | $877,474 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
15,055 | $869,423 | |
| 5 | USB |
US Bancorp \De\
|
14,227 | $859,307 | |
| 6 | RF |
Regions Financial Corp
|
24,308 | $734,098 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
10,137 | $710,297 | |
| 8 | FITB |
Fifth Third Bancorp
|
11,905 | $671,080 |
All Filings in CBU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,832 | 519 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $46,270 | 789 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $44,571 | 776 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $42,921 | 732 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $44,413 | 781 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,031 | 282 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,691 | 222 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,291 | 160 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,553 | 160 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,003 | 125 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $3,022 | 58 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $0 | 0 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,953 | 127 | Shares | Sole | 2023-08-04 | |
| 2022-09-30 | $2,643 | 44 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,784 | 44 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,523 | 93 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,926 | 93 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||