Addison Advisors LLC

Position in CBU — Community Financial System, Inc.

CIK 1843745 MIDDLEBURY, VT

Position in CBU

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$5,278

+$109 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Addison Advisors LLC holds $303,838 across 6 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)
1	MFG	Mizuho Financial Group Inc	11,253	$107,803
2	MTB	M&T Bank Corp	379	$90,205
3	CMTV	Community Bancorp /Vt	832	$32,531
4	LYG	Lloyds Banking Group plc	4,821	$28,106
5	AMTB	Amerant Bancorp Inc.	1,096	$27,969
6	NWG	NatWest Group plc	977	$17,224

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,278	90	0.0%	Shares	Sole	2026-05-08
2025-12-31	$5,169	90	0.0%	Shares	Sole	2026-02-06
2025-09-30	$5,277	90	0.0%	Shares	Sole	2025-11-07
2025-06-30	$5,118	90	0.0%	Shares	Sole	2025-08-07
2025-03-31	$5,117	90	0.0%	Shares	Sole	2025-05-12
2024-12-31	$5,551	90	0.0%	Shares	Sole	2025-02-04
2024-09-30	$5,226	90	0.0%	Shares	Sole	2024-11-04
2024-06-30	$4,248	90	0.0%	Shares	Sole	2024-08-05
2024-03-31	$4,322	90	0.0%	Shares	Sole	2024-05-06
2023-12-31	$4,689	90	0.0%	Shares	Sole	2024-02-02
2023-09-30	$3,798	90	0.0%	Shares	Sole	2023-11-07
2023-06-30	$4,219	90	0.0%	Shares	Sole	2023-08-03
2023-03-31	$4,724	90	0.0%	Shares	Sole	2023-05-09
2022-12-31	$5,665	90	0.0%	Shares	Sole	2023-02-07
2022-09-30	$5,407	90	0.0%	Shares	Sole	2022-10-31
2022-06-30	$5,695	90	0.0%	Shares	Sole	2022-08-04
2022-03-31	$6,313	90	0.0%	Shares	Sole	2022-04-29
2021-12-31	$6,703	90	0.0%	Shares	Sole	2022-01-31
2021-09-30	$6,157	90	0.0%	Shares	Sole	2021-11-08
2021-06-30	$6,808	90	0.0%	Shares	Sole	2021-07-29
2020-12-31	$5,607	90	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.