RIA Advisory Group LLC

Position in CBU — Community Financial System, Inc.

CIK 1958384 Des Moines, IA

Position in CBU

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$279,823

+$34,315 QoQ

Shares Held

4,169

-0.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#173

of 276 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RIA Advisory Group LLC holds $3,477,875 across 3 Banks - Regional names. CBU ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASB	Associated Banc-Corp	89,850	$2,764,684
2	UBSI	United Bankshares Inc/Wv	9,456	$433,368
3	CBU	Community Financial System, Inc. This page	4,169	$279,823

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,823	4,169	-0.4%	Shares	Sole	2026-07-23
2026-03-31	$245,508	4,186	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.