Aureum Wealth Management, LLC
Position in CBU — Community Financial System, Inc.
CIK 2093444
North Palm Beach, FL
Position in CBU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$508,165
+$64,126 QoQ
Shares Held
7,571
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
3.43%
of 13F equity value
Holder Rank
#145
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, 2026Aureum Wealth Management, LLC holds $850,899 across 2 Banks - Regional names. CBU ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBU |
Community Financial System, Inc.
This page
|
7,571 | $508,165 | |
| 2 | MTB |
M&T Bank Corp
|
1,440 | $342,734 |
All Filings in CBU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,165 | 7,571 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $444,039 | 7,571 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $422,184 | 7,350 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||