COMMONWEALTH EQUITY SERVICES, LLC
Position in CBU — Community Financial System, Inc.
CIK 312272
WALTHAM, MA
Position in CBU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,353,609
+$203,072 QoQ
Shares Held
20,167
+2.8% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 276 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. CBU ranks #40 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
152,886 | $37,643,590 | |
| 2 | USB |
US Bancorp \De\
|
606,349 | $36,623,479 | |
| 3 | TFC |
Truist Financial Corp
|
598,369 | $29,810,743 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
87,174 | $13,470,126 | |
| 5 | MTB |
M&T Bank Corp
|
55,678 | $13,251,920 | |
| 6 | FITB |
Fifth Third Bancorp
|
199,782 | $11,261,711 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
548,854 | $9,731,181 | |
| 8 | INDB |
Independent Bank Corp
|
98,821 | $8,273,294 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,353,609 | 20,167 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,150,537 | 19,617 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,514,348 | 26,364 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,526,399 | 26,030 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,519,168 | 26,713 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,458,402 | 25,649 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,560,072 | 25,293 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,425,212 | 24,543 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,220,708 | 25,857 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,293,640 | 26,934 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,396,287 | 26,795 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,134,478 | 26,877 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,305,373 | 27,845 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,466,098 | 27,931 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,734,146 | 27,548 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,642,827 | 27,344 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,731,340 | 27,360 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,898,118 | 27,058 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,013,194 | 27,030 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,991,364 | 29,105 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,042,625 | 27,001 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,131,588 | 27,784 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,774,090 | 28,472 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,573,186 | 28,887 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,619,881 | 28,409 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,647,340 | 28,016 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||