Vanguard Personalized Indexing Management, LLC
Position in CBU — Community Financial System, Inc.
CIK 1767306
OAKLAND, CA
Position in CBU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$310,899
+$91,314 QoQ
Shares Held
4,632
+23.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 275 holders
Holding Since
Mar 2023
3 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $196,569,346 across 96 Banks - Regional names. CBU ranks #79 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
61,675 | $15,185,618 | |
| 2 | FITB |
Fifth Third Bancorp
|
197,296 | $11,121,575 | |
| 3 | KB |
KB Financial Group Inc.
|
104,010 | $10,916,889 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
156,865 | $9,921,711 | |
| 5 | USB |
US Bancorp De
|
161,620 | $9,761,848 | |
| 6 | WF |
Woori Financial Group Inc.
|
165,355 | $9,491,377 | |
| 7 | IBN |
Icici Bank Ltd
|
316,166 | $9,178,298 | |
| 8 | TFC |
Truist Financial Corp
|
149,966 | $7,471,306 |
All Filings in CBU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,899 | 4,632 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $219,585 | 3,744 | Shares | Sole | 2026-05-14 | |
| 2023-03-31 | $210,642 | 4,013 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||