Corient Private Wealth LLC

Position in CBU — Community Financial System, Inc.

CIK 1948780 MIAMI, FL

Position in CBU

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,407,707

+$248,783 QoQ

Shares Held

20,973

+6.1% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#84

of 275 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $408,239,213 across 116 Banks - Regional names. CBU ranks #55 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	361,525	$89,014,685
2	USB	US Bancorp De	465,118	$28,093,127
3	HBAN	Huntington Bancshares Inc /Md/	1,195,010	$21,187,527
4	FITB	Fifth Third Bancorp	375,002	$21,138,862
5	ZION	Zions Bancorporation, National Association /Ut/	287,137	$19,867,009
6	CFG	Citizens Financial Group Inc/Ri	395,589	$16,669,529
7	MTB	M&T Bank Corp	66,705	$15,876,457
8	KEY	Keycorp /New/	597,182	$12,191,861

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,407,707	20,973	+6.1%	Shares	Sole	2026-08-17
2026-03-31	$1,158,924	19,760	+97.0%	Shares	Sole	2026-05-15
2025-12-31	$576,238	10,032	+2.4%	Shares	Sole	2026-03-09
2025-09-30	$574,730	9,801	+1.3%	Shares	Sole	2025-11-14
2025-06-30	$550,387	9,678	-0.2%	Shares	Sole	2025-09-26
2025-03-31	$551,371	9,697	+13.7%	Shares	Sole	2025-05-14
2024-12-31	$525,883	8,526	+4.0%	Shares	Sole	2025-02-10
2024-09-30	$476,115	8,199	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$386,461	8,186	+1.7%	Shares	Sole	2024-08-13
2024-03-31	$386,689	8,051	+4.6%	Shares	Sole	2024-05-09
2023-12-31	$401,090	7,697	+51.4%	Shares	Sole	2024-02-09
2023-06-30	$238,291	5,083	+12.8%	Shares	Sole	2023-08-10
2023-03-31	$236,519	4,506	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.