Dogwood Wealth Management LLC
Position in CBU — Community Financial System, Inc.
CIK 2056922
LENEXA, KS
Position in CBU
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$6,443
+$4,567 QoQ
Shares Held
96
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#236
of 275 holders
Holding Since
Mar 2026
2 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, 2026Dogwood Wealth Management LLC holds $219,207 across 29 Banks - Regional names. CBU ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
687 | $41,494 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
132 | $32,501 | |
| 3 | TFC |
Truist Financial Corp
|
499 | $24,860 | |
| 4 | BPOP |
Popular, Inc.
|
135 | $22,164 | |
| 5 | EWBC |
East West Bancorp Inc
|
87 | $11,230 | |
| 6 | FBP |
First Bancorp /Pr/
|
430 | $11,210 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
70 | $10,816 | |
| 8 | MTB |
M&T Bank Corp
|
28 | $6,664 |
All Filings in CBU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,443 | 96 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,876 | 32 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||