Position in CZFS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$73,991
+$70,741 QoQ
Shares Held
1,210
+2022.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CZFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NBT BANK N A /NY holds $16,764,236 across 26 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
|
1,202 | $80,678 | |
| 8 | NWFL |
Norwood Financial Corp
|
2,011 | $64,653 |
All Filings in CZFS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,991 | 1,210 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $3,250 | 57 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $3,616 | 60 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $71,051 | 1,210 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $69,601 | 1,199 | Shares | Defined | 2025-04-17 | |
| 2024-09-30 | $70,441 | 1,199 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $53,883 | 1,199 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $58,449 | 1,188 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $76,887 | 1,188 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||