GILPIN WEALTH MANAGEMENT, LLC
Position in CBU — Community Financial System, Inc.
CIK 2058144
DENVER, CO
Position in CBU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$671
+$144 QoQ
Shares Held
10
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#262
of 276 holders
Holding Since
Dec 2025
3 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, 2026GILPIN WEALTH MANAGEMENT, LLC holds $440,403 across 59 Banks - Regional names. CBU ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
3,606 | $217,802 | |
| 2 | TFC |
Truist Financial Corp
|
3,328 | $165,800 | |
| 3 | KEY |
Keycorp /New/
|
1,015 | $23,395 | |
| 4 | EWBC |
East West Bancorp Inc
|
82 | $10,585 | |
| 5 | FULT |
Fulton Financial Corp
|
47 | $1,136 | |
| 6 | INDB |
Independent Bank Corp
|
12 | $1,004 | |
| 7 | AX |
Axos Financial, Inc.
|
10 | $973 | |
| 8 | CATY |
Cathay General Bancorp
|
13 | $805 |
All Filings in CBU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671 | 10 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $527 | 9 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $114 | 2 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||