MELFA WEALTH MANAGEMENT, INC.
Position in CBU — Community Financial System, Inc.
CIK 1962465
WESTBOROUGH, MA
Position in CBU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$271,164
+$34,218 QoQ
Shares Held
4,040
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#174
of 275 holders
Holding Since
Dec 2022
15 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, 2026MELFA WEALTH MANAGEMENT, INC. holds $2,029,908 across 2 Banks - Regional names. CBU ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
31,200 | $1,758,744 | |
| 2 | CBU |
Community Financial System, Inc.
This page
|
4,040 | $271,164 |
All Filings in CBU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,164 | 4,040 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $236,946 | 4,040 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $232,057 | 4,040 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $236,905 | 4,040 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $239,934 | 4,219 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $239,892 | 4,219 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $297,606 | 4,825 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $280,187 | 4,825 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $227,788 | 4,825 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $231,744 | 4,825 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $251,430 | 4,825 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $205,773 | 4,875 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $228,540 | 4,875 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $255,888 | 4,875 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $325,577 | 5,172 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||