Center for Financial Planning, Inc.
Position in CBU — Community Financial System, Inc.
CIK 1803557
SOUTHFIED, MI
Position in CBU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$52,353
+$6,606 QoQ
Shares Held
780
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#35
of 55 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $1,149,032 across 15 Banks - Regional names. CBU ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
21,722 | $385,131 | |
| 2 | LCNB |
Lcnb Corp
|
12,664 | $222,759 | |
| 3 | USB |
US Bancorp \De\
|
2,755 | $166,402 | |
| 4 | TRMK |
Trustmark Corp
|
1,500 | $69,015 | |
| 5 | NU |
Nu Holdings Ltd.
|
4,555 | $60,854 | |
| 6 | FITB |
Fifth Third Bancorp
|
987 | $55,637 | |
| 7 | CBU |
Community Financial System, Inc.
This page
|
780 | $52,353 | |
| 8 | FBK |
FB Financial Corp
|
800 | $44,280 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,353 | 780 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $45,747 | 780 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $44,803 | 780 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $45,739 | 780 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $44,358 | 780 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $44,350 | 780 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $48,110 | 780 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $45,294 | 780 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $36,823 | 780 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $37,463 | 780 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $40,645 | 780 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $32,923 | 780 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $36,566 | 780 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $40,942 | 780 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $49,101 | 780 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $46,862 | 780 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $49,358 | 780 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $54,717 | 780 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $58,094 | 780 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $53,367 | 780 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $59,007 | 780 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $59,841 | 780 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $48,601 | 780 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $64,262 | 1,180 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $67,283 | 1,180 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $69,384 | 1,180 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||