Alliance Wealth Advisors, LLC
Position in CBU — Community Financial System, Inc.
CIK 1849724
SCRANTON, PA
Position in CBU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,327,298
+$105,912 QoQ
Shares Held
19,775
-5.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#91
of 276 holders
Holding Since
Dec 2020
23 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, 2026Alliance Wealth Advisors, LLC holds $7,433,783 across 9 Banks - Regional names. CBU ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFIS |
Peoples Financial Services Corp.
|
44,933 | $2,982,203 | |
| 2 | CBU |
Community Financial System, Inc.
This page
|
19,775 | $1,327,298 | |
| 3 | FDBC |
Fidelity D & D Bancorp Inc
|
15,318 | $787,651 | |
| 4 | TFC |
Truist Financial Corp
|
11,171 | $556,539 | |
| 5 | NWFL |
Norwood Financial Corp
|
14,364 | $461,802 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,691 | $416,358 | |
| 7 | LYG |
Lloyds Banking Group plc
|
62,830 | $366,298 | |
| 8 | MTB |
M&T Bank Corp
|
1,281 | $304,890 |
All Filings in CBU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,327,298 | 19,775 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,221,386 | 20,825 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,196,188 | 20,825 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $625,982 | 10,675 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $626,195 | 11,011 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $646,498 | 11,370 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $701,301 | 11,370 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,042,124 | 17,946 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $895,148 | 18,961 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $910,696 | 18,961 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $995,144 | 19,097 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $806,084 | 19,097 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $818,196 | 17,453 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $937,208 | 17,855 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,123,972 | 17,855 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,072,728 | 17,855 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,129,864 | 17,855 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,454,700 | 20,737 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,590,818 | 21,359 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,461,382 | 21,359 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $1,462,314 | 19,330 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,488,905 | 19,407 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,252,867 | 20,107 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||