Clearstead Advisors, LLC
Position in CBU — Community Financial System, Inc.
CIK 842775
CLEVELAND, OH
Position in CBU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,610
-$23,312 QoQ
Shares Held
24
-94.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#253
of 276 holders
Holding Since
Jun 2024
7 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, 2026Clearstead Advisors, LLC holds $66,467,364 across 194 Banks - Regional names. CBU ranks #106 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
895,538 | $20,642,150 | |
| 2 | TFC |
Truist Financial Corp
|
148,625 | $7,404,497 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
27,966 | $6,885,788 | |
| 4 | FITB |
Fifth Third Bancorp
|
114,584 | $6,459,100 | |
| 5 | TFSL |
TFS Financial CORP
|
238,605 | $4,228,080 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
213,052 | $3,777,411 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,058 | $2,201,475 | |
| 8 | FMNB |
Farmers National Banc Corp /Oh/
|
105,002 | $1,533,029 |
All Filings in CBU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,610 | 24 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $24,922 | 425 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $63,921 | 1,124 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $70,449 | 1,239 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $78,888 | 1,279 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $117,940 | 2,031 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $94,420 | 2,000 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||