Allegheny Financial Group

Position in CBU — Community Financial System, Inc.

CIK 1844148 Pittsburgh, PA

Position in CBU

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$407,821

+$47,183 QoQ

Shares Held

6,076

-1.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#153

of 275 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Allegheny Financial Group holds $6,320,898 across 9 Banks - Regional names. CBU ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	12,739	$3,136,596
2	FCF	First Commonwealth Financial Corp /Pa/	34,793	$707,341
3	USB	US Bancorp De	7,463	$450,765
4	CBU	Community Financial System, Inc. This page	6,076	$407,821
5	HBAN	Huntington Bancshares Inc /Md/	21,786	$386,265
6	WSFS	Wsfs Financial Corp	4,976	$381,808
7	NWBI	Northwest Bancshares, Inc.	20,097	$304,670
8	STBA	S&T Bancorp Inc	6,164	$302,529

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$407,821	6,076	-1.2%	Shares	Sole	2026-07-22
2026-03-31	$360,638	6,149	+0.1%	Shares	Sole	2026-04-16
2025-12-31	$352,681	6,140	+0.1%	Shares	Sole	2026-02-02
2025-09-30	$359,521	6,131	+0.1%	Shares	Sole	2025-11-06
2025-06-30	$348,158	6,122	+0.2%	Shares	Sole	2025-08-13
2025-03-31	$347,528	6,112	-2.6%	Shares	Sole	2025-05-13
2024-12-31	$386,980	6,274	+2.2%	Shares	Sole	2025-02-14
2024-09-30	$356,491	6,139	-1.1%	Shares	Sole	2024-11-14
2024-06-30	$293,126	6,209	+0.2%	Shares	Sole	2024-08-01
2024-03-31	$297,737	6,199	+0.1%	Shares	Sole	2024-05-07
2023-12-31	$322,560	6,190	+0.2%	Shares	Sole	2024-02-08
2023-09-30	$260,815	6,179	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.