Rockbridge Investment Management, LCC
Position in CBU — Community Financial System, Inc.
CIK 1821984
Syracuse, NY
Position in CBU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$213,441
+$46,168 QoQ
Shares Held
3,180
-0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#182
of 276 holders
Holding Since
Jun 2020
12 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, 2026Rockbridge Investment Management, LCC holds $213,441 across 1 Banks - Regional name. CBU ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBU |
Community Financial System, Inc.
This page
|
3,180 | $213,441 |
All Filings in CBU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,441 | 3,180 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $167,273 | 3,210 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $202,069 | 3,210 | Shares | Sole | 2024-05-28 | |
| 2022-06-30 | $91,249 | 1,442 | Shares | Sole | 2024-05-28 | |
| 2022-03-31 | $101,156 | 1,442 | Shares | Sole | 2024-05-28 | |
| 2021-12-31 | $107,400 | 1,442 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $98,661 | 1,442 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $109,087 | 1,442 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $110,630 | 1,442 | Shares | Sole | 2021-05-20 | |
| 2020-12-31 | $89,851 | 1,442 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $78,531 | 1,442 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $82,222 | 1,442 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||