Position in WAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,099
+$4,847 QoQ
Shares Held
427
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#398
of 493 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Community Bank, N.A. holds $18,581,818 across 22 Banks - Regional names. WAL ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBU |
Community Financial System, Inc.
|
91,527 | $6,143,292 | |
| 2 | TFC |
Truist Financial Corp
|
97,314 | $4,848,182 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
13,757 | $3,387,248 | |
| 4 | USB |
US Bancorp \De\
|
29,869 | $1,804,087 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
18,509 | $913,788 | |
| 6 | MTB |
M&T Bank Corp
|
1,222 | $290,848 | |
| 7 | TMP |
Tompkins Financial Corp
|
3,000 | $283,560 | |
| 8 | NWFL |
Norwood Financial Corp
|
5,497 | $176,728 |
All Filings in WAL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,099 | 427 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $30,252 | 427 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $35,897 | 427 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $37,029 | 427 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||