Marshall & Sterling Wealth Advisors Inc.

Position in CBU — Community Financial System, Inc.

CIK 2056315 POUGHKEEPSIE, NY

Position in CBU

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$201,360

+$25,410 QoQ

Shares Held

3,000

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#190

of 276 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marshall & Sterling Wealth Advisors Inc. holds $345,939 across 5 Banks - Regional names. CBU ranks #1 (58.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBU	Community Financial System, Inc. This page	3,000	$201,360
2	MTB	M&T Bank Corp	420	$99,964
3	FLG	Flagstar Bank, National Association	1,557	$23,261
4	PNC	Pnc Financial Services Group, Inc.	66	$16,250
5	FULT	Fulton Financial Corp	211	$5,104

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,360	3,000	0.0%	Shares	Sole	2026-07-21
2026-03-31	$175,950	3,000	-4.8%	Shares	Sole	2026-05-07
2025-12-31	$180,936	3,150	0.0%	Shares	Sole	2026-02-10
2025-09-30	$184,716	3,150	0.0%	Shares	Other	2025-11-10
2025-06-30	$179,140	3,150	0.0%	Shares	Sole	2025-08-12
2025-03-31	$179,109	3,150	-5.3%	Shares	Sole	2025-05-15
2024-12-31	$205,086	3,325	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.