Basecamp Wealth Advisors LLC
Position in CBU — Community Financial System, Inc.
CIK 2115254
BELLEVUE, WA
Position in CBU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,624
+$1,103 QoQ
Shares Held
54
+25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#243
of 275 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, 2026Basecamp Wealth Advisors LLC holds $6,233,767 across 155 Banks - Regional names. CBU ranks #58 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,590 | $883,929 | |
| 2 | KB |
KB Financial Group Inc.
|
5,228 | $548,730 | |
| 3 | WF |
Woori Financial Group Inc.
|
9,151 | $525,267 | |
| 4 | USB |
US Bancorp De
|
6,800 | $410,720 | |
| 5 | SHG |
Shinhan Financial Group Co Ltd
|
5,866 | $371,024 | |
| 6 | IBN |
Icici Bank Ltd
|
12,706 | $368,855 | |
| 7 | RF |
Regions Financial Corp
|
10,710 | $323,442 | |
| 8 | TFC |
Truist Financial Corp
|
6,395 | $318,598 |
All Filings in CBU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,624 | 54 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,521 | 43 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $4,939 | 86 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||