Community Financial Services Group, LLC

Position in NVS — Novartis AG

CIK 1537319 NEWPORT, VT

Position in NVS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$103,905

-$246,961 QoQ

Shares Held

663

-71.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,372

of 1,603 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Community Financial Services Group, LLC holds $29,647,618 across 10 Drug Manufacturers - General names. NVS ranks #7 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	12,614	$15,129,610
2	ABBV	AbbVie Inc.	33,749	$8,492,598
3	MRK	Merck & Co., Inc.	29,385	$3,775,972
4	JNJ	Johnson & Johnson	5,518	$1,401,406
5	PFE	Pfizer Inc	15,023	$361,753
6	BMY	Bristol Myers Squibb Co	1,931	$111,263
7	NVS	Novartis AG This page	663	$103,905
8	AMGN	Amgen Inc	279	$101,031

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$103,905	663	-71.1%	Shares	Sole	2026-07-09
2026-03-31	$350,866	2,297	-34.8%	Shares	Defined	2026-04-08
2025-12-31	$485,990	3,525	-9.5%	Shares	Sole	2026-01-15
2025-09-30	$499,623	3,896	0.0%	Shares	Sole	2025-10-21
2025-06-30	$471,454	3,896	-6.5%	Shares	Sole	2025-07-18
2025-03-31	$464,537	4,167	-92.3%	Shares	Sole	2025-04-23
2024-12-31	$5,250,068	53,952	-0.4%	Shares	Sole	2025-01-29
2024-09-30	$6,232,702	54,188	+2.3%	Shares	Sole	2024-10-21
2024-06-30	$5,637,269	52,952	+6.6%	Shares	Sole	2024-07-25
2024-03-31	$4,803,611	49,660	+491.0%	Shares	Sole	2024-04-23
2023-09-30	$855,929	8,403	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.