Private Wealth Management Group, LLC
Position in CBU — Community Financial System, Inc.
CIK 2011342
PRINCETON, NJ
Position in CBU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,208
+$153 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#257
of 276 holders
Holding Since
Mar 2024
10 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, 2026Private Wealth Management Group, LLC holds $2,119,118 across 60 Banks - Regional names. CBU ranks #57 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRN |
Princeton Bancorp, Inc.
|
37,741 | $1,432,270 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
5,027 | $89,128 | |
| 3 | PFS |
Provident Financial Services Inc
|
3,639 | $86,025 | |
| 4 | TFC |
Truist Financial Corp
|
966 | $48,126 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
170 | $41,857 | |
| 6 | FBP |
First Bancorp /Pr/
|
1,528 | $39,834 | |
| 7 | RF |
Regions Financial Corp
|
1,184 | $35,756 | |
| 8 | USB |
US Bancorp De
|
486 | $29,354 |
All Filings in CBU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,208 | 18 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,055 | 18 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,033 | 18 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,055 | 18 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,023 | 18 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,023 | 18 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,110 | 18 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,045 | 18 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $849 | 18 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $864 | 18 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||