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Equibles

Operose Advisors LLC

Position in CBU — Community Financial System, Inc.

CIK 1909750 MILWAUKEE, WI
Back to CBU Full portfolio

Position in CBU

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$263,446
+$33,245 QoQ
Shares Held
3,925
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#180
of 280 holders
Holding Since
Sep 2023
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, 2026

Operose Advisors LLC holds $2,037,598 across 8 Banks - Regional names. CBU ranks #3 (12.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ONB
Old National Bancorp /In/
 26,244 $679,719
2 FITB
Fifth Third Bancorp
 10,693 $602,764
3 CBU
Community Financial System, Inc.
This page 		3,925 $263,446
4 PDLB
Ponce Financial Group, Inc.
 12,000 $239,280
5 USB
US Bancorp De
 2,499 $150,939
6 WTFC
Wintrust Financial Corp
 626 $100,610
7 PNC
Pnc Financial Services Group, Inc.
 2 $492
8 TFC
Truist Financial Corp
 7 $348

All Filings in CBU

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $263,446 3,925
2026-03-31 $230,201 3,925
2025-12-31 $225,452 3,925
2025-09-30 $230,162 3,925
2025-06-30 $223,214 3,925
2025-03-31 $223,175 3,925
2024-12-31 $242,094 3,925
2024-09-30 $227,924 3,925
2024-06-30 $185,299 3,925
2024-03-31 $188,517 3,925
2023-12-31 $204,531 3,925
2023-09-30 $165,674 3,925