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 27, 2026 Compact

Position Value

$1,474,290

+$315,366 QoQ

Shares Held

21,965

+11.2% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $397,494,756 across 122 Banks - Regional names. CBU ranks #54 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	328,765	$80,948,517
2	USB	US Bancorp De	446,932	$26,994,692
3	HBAN	Huntington Bancshares Inc /Md/	1,181,747	$20,952,374
4	ZION	Zions Bancorporation, National Association /Ut/	275,354	$19,051,742
5	FITB	Fifth Third Bancorp	336,543	$18,970,928
6	CFG	Citizens Financial Group Inc/Ri	240,566	$16,856,459
7	MTB	M&T Bank Corp	59,837	$14,241,803
8	KEY	Keycorp /New/	466,392	$10,750,335

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,474,290	21,965	+11.2%	Shares	Sole	2026-08-27
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.