Pathway Financial Advisors LLC
Position in CBU — Community Financial System, Inc.
CIK 1738828
SOUTH BURLINGTON, VT
Position in CBU
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$275,303
+$61,052 QoQ
Shares Held
4,694
+25.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026Pathway Financial Advisors LLC holds $235,449 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,726 | $235,449 |
All Filings in CBU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,303 | 4,694 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $214,251 | 3,730 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $218,727 | 3,730 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $238,626 | 4,196 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $238,584 | 4,196 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $247,583 | 4,014 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $592,546 | 10,204 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $669,532 | 14,182 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $716,751 | 14,923 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $788,476 | 15,131 | Shares | Sole | 2024-04-10 | |
| 2023-09-30 | $723,099 | 17,131 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $943,741 | 20,131 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,056,676 | 20,131 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,275,744 | 20,266 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,297,127 | 21,590 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,419,560 | 22,433 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,573,674 | 22,433 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,670,809 | 22,433 | Shares | Sole | 2022-02-02 | |
| 2021-03-31 | $1,656,384 | 21,590 | Shares | Sole | 2021-06-21 | |
| 2020-12-31 | $1,345,272 | 21,590 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $1,358,232 | 24,940 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,422,078 | 24,940 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,513,512 | 25,740 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||