CreativeOne Wealth, LLC
Position in CBU — Community Financial System, Inc.
CIK 1739728
OVERLAND PARK, KS
Position in CBU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$447,910
+$241,732 QoQ
Shares Held
7,637
+73.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CreativeOne Wealth, LLC holds $8,210,823 across 15 Banks - Regional names. CBU ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
37,733 | $1,962,493 | |
| 2 | RF |
Regions Financial Corp
|
47,216 | $1,233,281 | |
| 3 | FITB |
Fifth Third Bancorp
|
15,771 | $732,720 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
15,388 | $655,221 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
2,827 | $588,270 | |
| 6 | FSUN |
Firstsun Capital Bancorp
|
14,486 | $528,159 | |
| 7 | TFC |
Truist Financial Corp
|
11,046 | $507,783 | |
| 8 | CBU |
Community Financial System, Inc.
This page
|
7,637 | $447,910 |
All Filings in CBU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $447,910 | 7,637 | Shares | Sole | 2026-05-15 | |
| 2023-06-30 | $206,178 | 4,398 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $311,160 | 5,928 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $397,844 | 6,320 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $404,338 | 6,730 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $496,494 | 7,846 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $574,668 | 8,192 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $635,835 | 8,537 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||