Position in USB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,583
+$914 QoQ
Shares Held
109
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,989
of 2,052 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Community Financial Services Group, LLC holds $38,672,286 across 10 Banks - Regional names. USB ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMTV |
Community Bancorp /Vt
|
696,493 | $27,232,876 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
39,907 | $9,825,900 | |
| 3 | RF |
Regions Financial Corp
|
21,898 | $661,319 | |
| 4 | BHB |
Bar Harbor Bankshares
|
11,344 | $428,349 | |
| 5 | UNB |
Union Bankshares Inc
|
7,180 | $174,186 | |
| 6 | MTB |
M&T Bank Corp
|
500 | $119,005 | |
| 7 | EWBC |
East West Bancorp Inc
|
905 | $116,825 | |
| 8 | CBU |
Community Financial System, Inc.
|
1,389 | $93,229 |
All Filings in USB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,583 | 109 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,669 | 109 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||