Sanctuary Advisors, LLC
Position in CBU — Community Financial System, Inc.
CIK 1777271
INDIANAPOLIS, IN
Position in CBU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$203,104
-$1,324 QoQ
Shares Held
3,463
-2.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sanctuary Advisors, LLC holds $165,060,312 across 87 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
122,019 | $30,043,518 | |
| 2 | TFC |
Truist Financial Corp
|
295,323 | $14,712,991 | |
| 3 | FITB |
Fifth Third Bancorp
|
257,895 | $14,537,541 | |
| 4 | USB |
US Bancorp De
|
217,618 | $13,144,127 | |
| 5 | RF |
Regions Financial Corp
|
385,473 | $11,641,284 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
51,168 | $3,585,341 | |
| 7 | EWBC |
East West Bancorp Inc
|
27,706 | $3,576,567 | |
| 8 | NWG |
NatWest Group plc
|
193,292 | $3,407,737 |
All Filings in CBU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,104 | 3,463 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $204,428 | 3,559 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $200,079 | 3,412 | Shares | Sole | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||