NBT BANK N A /NY

Bank

Position in CBU — Community Financial System, Inc.

CIK 898413 Norwich, NY

Position in CBU

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$80,678

+$10,181 QoQ

Shares Held

1,202

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#47

of 77 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Financial Services · as of Jun 30, 2026

NBT BANK N A /NY holds $16,764,236 across 26 Banks - Regional names. CBU ranks #7 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NBTB	Nbt Bancorp Inc	261,448	$12,907,687
2	USB	US Bancorp De	35,219	$2,127,226
3	TFC	Truist Financial Corp	15,031	$748,844
4	DB	Deutsche Bank Aktiengesellschaft	10,000	$337,600
5	WBS	Webster Financial Corp	2,280	$174,237
6	MTB	M&T Bank Corp	600	$142,806
7	CBU	Community Financial System, Inc. This page	1,202	$80,678
8	NWFL	Norwood Financial Corp	2,011	$64,653

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,678	1,202	0.0%	Shares	Sole	2026-07-29
2026-03-31	$70,497	1,202	0.0%	Shares	Sole	2026-04-28
2025-12-31	$69,042	1,202	0.0%	Shares	Sole	2026-01-23
2025-09-30	$70,485	1,202	0.0%	Shares	Sole	2025-10-28
2025-06-30	$68,357	1,202	0.0%	Shares	Sole	2025-07-23
2025-03-31	$68,345	1,202	0.0%	Shares	Sole	2025-04-17
2024-12-31	$74,139	1,202	0.0%	Shares	Sole	2025-02-07
2024-09-30	$69,800	1,202	-87.3%	Shares	Sole	2024-11-14
2022-09-30	$569,678	9,482	0.0%	Shares	Sole	2022-11-15
2022-06-30	$600,020	9,482	+226.7%	Shares	Sole	2022-07-26
2021-06-30	$219,536	2,902	0.0%	Shares	Sole	2021-07-28
2021-03-31	$222,641	2,902	-53.5%	Shares	Sole	2021-04-08
2020-09-30	$339,558	6,235	—	Shares	Sole	2020-10-29
No filing history on record for this holder in this stock.