Wealthcare Capital Partners, LLC
Position in CBU — Community Financial System, Inc.
CIK 2053307
WEST CHESTER, PA
Position in CBU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$201,225
-$6,883 QoQ
Shares Held
2,998
-11.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#190
of 275 holders
Holding Since
Dec 2024
2 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, 2026Wealthcare Capital Partners, LLC holds $489,016 across 2 Banks - Regional names. CBU ranks #2 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCF |
First Commonwealth Financial Corp /Pa/
|
14,156 | $287,791 | |
| 2 | CBU |
Community Financial System, Inc.
This page
|
2,998 | $201,225 |
All Filings in CBU
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,225 | 2,998 | Shares | Sole | 2026-07-09 | |
| 2024-12-31 | $208,108 | 3,374 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||