Sovereign Financial Group, Inc.
Position in CBU — Community Financial System, Inc.
CIK 1846175
STAMFORD, CT
Position in CBU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$489,371
+$61,754 QoQ
Shares Held
7,291
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#147
of 276 holders
Holding Since
Jun 2023
13 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, 2026Sovereign Financial Group, Inc. holds $489,371 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
|
7,291 | $489,371 |
All Filings in CBU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,371 | 7,291 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $427,617 | 7,291 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $418,795 | 7,291 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $427,720 | 7,294 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $414,809 | 7,294 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $414,736 | 7,294 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $449,893 | 7,294 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $423,562 | 7,294 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $344,349 | 7,294 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $350,330 | 7,294 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $380,090 | 7,294 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $307,964 | 7,296 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $342,036 | 7,296 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||