MERCER GLOBAL ADVISORS INC /ADV
Position in CBU — Community Financial System, Inc.
CIK 853758
DENVER, CO
Position in CBU
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$969,279
+$261,843 QoQ
Shares Held
14,441
+19.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#104
of 275 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $357,977,915 across 204 Banks - Regional names. CBU ranks #63 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
205,421 | $50,578,758 | |
| 2 | USB |
US Bancorp De
|
340,122 | $20,543,368 | |
| 3 | TFC |
Truist Financial Corp
|
267,277 | $13,315,740 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
180,598 | $12,654,501 | |
| 5 | PB |
Prosperity Bancshares Inc
|
172,461 | $12,594,826 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
570,865 | $10,121,436 | |
| 7 | RF |
Regions Financial Corp
|
273,006 | $8,244,781 | |
| 8 | STEL |
Stellar Bancorp, Inc.
|
206,247 | $8,109,632 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,279 | 14,441 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $707,436 | 12,062 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $617,767 | 10,755 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $565,817 | 9,649 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $540,037 | 9,496 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $535,905 | 9,425 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $586,946 | 9,516 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $543,883 | 9,366 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $469,031 | 9,935 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $337,314 | 7,023 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $373,993 | 7,177 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $300,746 | 7,125 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $295,531 | 6,304 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $338,350 | 6,446 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $409,426 | 6,504 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $385,593 | 6,418 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $409,295 | 6,468 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $462,779 | 6,597 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $975,985 | 13,104 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $885,012 | 12,935 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $612,311 | 8,094 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $607,775 | 7,922 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $483,774 | 7,764 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $421,847 | 7,746 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $439,396 | 7,706 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $453,348 | 7,710 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||