Position in CBU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$793,157
+$154,342 QoQ
Shares Held
11,817
+8.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#15
of 49 holders
Holding Since
Dec 2022
14 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, 2026Fulton Bank, N.A. holds $48,459,302 across 14 Banks - Regional names. CBU ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
1,181,373 | $28,577,412 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
27,034 | $6,656,311 | |
| 3 | USB |
US Bancorp De
|
55,056 | $3,325,382 | |
| 4 | TFC |
Truist Financial Corp
|
40,506 | $2,018,008 | |
| 5 | RF |
Regions Financial Corp
|
59,789 | $1,805,627 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
88,373 | $1,566,852 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
6,715 | $1,037,601 | |
| 8 | CBU |
Community Financial System, Inc.
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|
11,817 | $793,157 |
All Filings in CBU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,157 | 11,817 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $638,815 | 10,892 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $650,393 | 11,323 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $642,987 | 10,965 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $561,874 | 9,880 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $554,668 | 9,755 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $586,329 | 9,506 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $469,088 | 8,078 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $348,220 | 7,376 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $311,042 | 6,476 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $305,312 | 5,859 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $221,686 | 5,252 | Shares | Sole | 2023-10-04 | |
| 2023-03-31 | $231,952 | 4,419 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $263,193 | 4,181 | Shares | Sole | 2023-01-05 | |
| No filing history on record for this holder in this stock. | ||||||