Root Financial Partners, LLC
Position in CBU — Community Financial System, Inc.
CIK 1977181
ENCINITAS, CA
Position in CBU
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$15,776
+$6,127 QoQ
Shares Held
269
+60.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Root Financial Partners, LLC holds $2,352,215 across 7 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCBP |
Bcb Bancorp Inc
|
82,607 | $885,547 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,702 | $419,066 | |
| 3 | RF |
Regions Financial Corp
|
9,638 | $291,067 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
3,661 | $256,526 | |
| 5 | FITB |
Fifth Third Bancorp
|
3,941 | $222,154 | |
| 6 | USB |
US Bancorp De
|
3,392 | $204,876 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,518 | $72,979 |
All Filings in CBU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,776 | 269 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,649 | 168 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,737 | 149 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||