Position in CBU
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$274,386
+$34,625 QoQ
Shares Held
4,088
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#173
of 275 holders
Holding Since
Dec 2025
3 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, 2026LAWOOD & CO holds $5,888,296 across 6 Banks - Regional names. CBU ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
8,419 | $2,003,805 | |
| 2 | NWBI |
Northwest Bancshares, Inc.
|
88,854 | $1,347,026 | |
| 3 | TFC |
Truist Financial Corp
|
23,634 | $1,177,445 | |
| 4 | CZFS |
Citizens Financial Services Inc
|
10,726 | $776,990 | |
| 5 | USB |
US Bancorp De
|
5,110 | $308,644 | |
| 6 | CBU |
Community Financial System, Inc.
This page
|
4,088 | $274,386 |
All Filings in CBU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,386 | 4,088 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $239,761 | 4,088 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $234,814 | 4,088 | Shares | Other | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||