BANK OF MONTREAL /CAN/
BankPosition in CBU — Community Financial System, Inc.
CIK 927971
TORONTO, A6
Position in CBU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$447,487
+$70,252 QoQ
Shares Held
6,667
+3.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#150
of 276 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,952,805,974 across 105 Banks - Regional names. CBU ranks #63 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,487 | 6,667 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $377,235 | 6,432 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $340,733 | 5,932 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $352,542 | 6,012 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $627,843 | 11,040 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $625,459 | 11,000 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $563,753 | 9,140 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $515,950 | 8,885 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $421,205 | 8,922 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $474,487 | 9,879 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $691,707 | 13,274 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $387,444 | 9,179 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $481,034 | 10,261 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $667,146 | 12,710 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $1,530,061 | 24,306 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $728,228 | 12,121 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $763,155 | 12,060 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,481,286 | 21,116 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,532,574 | 20,577 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,676,355 | 24,501 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,846,010 | 24,402 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,565,009 | 20,399 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,259,346 | 20,211 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $564,803 | 10,371 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $578,921 | 10,153 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $267,832 | 4,555 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||