Community Fin'l Svs
Latest statistics and disclosures from Community Financial Services Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, IEF, RSP, NVDA, and represent 21.83% of Community Financial Services Group's stock portfolio.
- Added to shares of these 10 stocks: AMD (+$5.8M), STX (+$5.6M), UNP, MU, DGX, APH, IBTL, IBTK, IBTJ, IBTI.
- Started 31 new stock positions in MDB, IWO, IWB, IJS, REET, VRT, CELH, CVS, IWN, DGX.
- Reduced shares in these 10 stocks: , CMTV (-$19M), IEF (-$7.9M), ABT, VLTO, NFLX, VRSK, TDG, PANW, TJX.
- Sold out of its positions in ARKK, AVB, BBN, EVT, ETG, Exxon Mobil Corporation, GLPI, GORO, ITW, INTU. LBRDA, LBRDK, MRVL, NWL, Oneok, QVCAQ, SAP, NOW, SYK, TMUS, TWO, USB, VT, WHR.
- Community Financial Services Group was a net seller of stock by $-32M.
- Community Financial Services Group has $655M in assets under management (AUM), dropping by -4.58%.
- Central Index Key (CIK): 0001537319
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Portfolio Holdings for Community Financial Services Group
Community Financial Services Group holds 539 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Community Financial Services Group has 539 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Community Financial Services Group Sept. 30, 2026 positions
- Download the Community Financial Services Group September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.1 | $33M | 101k | 330.32 |
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| Microsoft Corporation (MSFT) | 4.9 | $32M | 63k | 512.80 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 4.1 | $27M | -22% | 300k | 89.30 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.1 | $27M | 128k | 209.00 |
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| NVIDIA Corporation (NVDA) | 3.6 | $24M | -2% | 103k | 230.86 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $22M | -2% | 64k | 334.93 |
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| Broadcom (AVGO) | 3.0 | $19M | -4% | 56k | 343.64 |
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| Palo Alto Networks (PANW) | 2.6 | $17M | -7% | 43k | 396.25 |
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| Amazon (AMZN) | 2.5 | $16M | 66k | 248.23 |
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| Visa Com Cl A (V) | 2.4 | $16M | 43k | 359.85 |
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| Kla Corp Com New (KLAC) | 2.4 | $16M | -6% | 78k | 200.33 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $15M | 45k | 333.18 |
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| Eli Lilly & Co. (LLY) | 2.2 | $14M | 13k | 1149.85 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.1 | $14M | -2% | 30k | 459.20 |
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| Costco Wholesale Corporation (COST) | 2.1 | $14M | 15k | 914.94 |
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| Eaton Corp SHS (ETN) | 1.9 | $12M | -2% | 28k | 437.28 |
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| Wal-Mart Stores (WMT) | 1.9 | $12M | -2% | 117k | 104.26 |
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| Meta Platforms Cl A (META) | 1.9 | $12M | 17k | 725.93 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 1.7 | $11M | -6% | 106k | 102.97 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.7 | $11M | 156k | 70.21 |
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| Community Ban (CMTV) | 1.5 | $10M | -65% | 240k | 42.30 |
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| Emerson Electric (EMR) | 1.5 | $9.9M | 62k | 158.57 |
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| Bank of America Corporation (BAC) | 1.4 | $9.0M | 167k | 53.73 |
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| Analog Devices (ADI) | 1.4 | $8.9M | 22k | 404.60 |
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| PNC Financial Services (PNC) | 1.3 | $8.7M | 40k | 220.75 |
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| Abbvie (ABBV) | 1.3 | $8.7M | 34k | 259.93 |
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| Parker-Hannifin Corporation (PH) | 1.3 | $8.6M | 8.9k | 965.88 |
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| Linde SHS (LIN) | 1.2 | $7.9M | 17k | 469.45 |
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| Arista Networks Com Shs (ANET) | 1.2 | $7.6M | 37k | 204.49 |
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| Prologis (PLD) | 1.1 | $7.5M | 59k | 128.18 |
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| Procter & Gamble Company (PG) | 1.1 | $7.4M | 51k | 143.95 |
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| Nextera Energy (NEE) | 1.1 | $7.1M | 92k | 76.35 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $6.3M | -3% | 113k | 55.93 |
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| Amphenol Corp Cl A (APH) | 1.0 | $6.3M | +98% | 73k | 85.67 |
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| Advanced Micro Devices (AMD) | 0.9 | $5.9M | +3681% | 9.6k | 615.73 |
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| Blackrock (BLK) | 0.9 | $5.8M | 5.5k | 1064.35 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.9 | $5.6M | +11515% | 5.9k | 945.57 |
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| Corning Incorporated (GLW) | 0.9 | $5.6M | -2% | 35k | 160.42 |
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| Valero Energy Corporation (VLO) | 0.8 | $5.4M | -2% | 13k | 408.46 |
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| American Express Company (AXP) | 0.8 | $5.4M | 18k | 302.09 |
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| American Electric Power Company (AEP) | 0.8 | $5.3M | 45k | 119.75 |
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| Waste Management (WM) | 0.7 | $4.8M | 24k | 201.90 |
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| Danaher Corporation (DHR) | 0.7 | $4.7M | 22k | 211.76 |
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| Ecolab (ECL) | 0.7 | $4.6M | +2% | 17k | 271.26 |
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| Union Pacific Corporation (UNP) | 0.7 | $4.6M | +87836% | 17k | 272.42 |
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| McDonald's Corporation (MCD) | 0.7 | $4.4M | 19k | 231.83 |
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| Lowe's Companies (LOW) | 0.6 | $4.2M | 23k | 182.38 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $4.1M | -3% | 42k | 98.37 |
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| O'reilly Automotive (ORLY) | 0.6 | $4.1M | 48k | 85.03 |
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| Merck & Co (MRK) | 0.6 | $4.0M | -4% | 28k | 143.81 |
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| Micron Technology (MU) | 0.6 | $3.9M | NEW | 3.5k | 1097.39 |
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| Cisco Systems (CSCO) | 0.6 | $3.8M | 35k | 108.76 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.6 | $3.7M | +361% | 190k | 19.45 |
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| Quest Diagnostics Incorporated (DGX) | 0.6 | $3.6M | NEW | 16k | 231.09 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 0.5 | $3.4M | +392% | 181k | 18.98 |
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| Oracle Corporation (ORCL) | 0.5 | $3.3M | -20% | 24k | 138.07 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.5 | $3.1M | +329% | 148k | 21.21 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $2.5M | -2% | 3.3k | 763.99 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.4M | +67% | 9.3k | 258.66 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.4 | $2.4M | +373% | 120k | 20.03 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.4 | $2.4M | +623% | 109k | 21.88 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.2M | 6.5k | 338.24 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $2.2M | +399% | 103k | 21.09 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $1.9M | +294% | 86k | 22.64 |
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| Kinder Morgan (KMI) | 0.3 | $1.9M | -4% | 62k | 30.53 |
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| Automatic Data Processing (ADP) | 0.3 | $1.9M | -4% | 7.1k | 263.96 |
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| TJX Companies (TJX) | 0.3 | $1.9M | -36% | 14k | 133.59 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $1.8M | 6.2k | 294.94 |
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| Home Depot (HD) | 0.3 | $1.7M | -33% | 5.9k | 282.46 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.2 | $1.5M | +550% | 59k | 24.90 |
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| Dell Technologies CL C (DELL) | 0.2 | $1.3M | 2.5k | 541.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.3M | 2.5k | 500.50 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.2 | $1.2M | +453% | 55k | 22.27 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.2M | 5.0k | 232.48 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.1M | +12% | 1.4k | 767.38 |
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| Ge Vernova (GEV) | 0.2 | $1.1M | 1.1k | 987.45 |
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| Atmos Energy Corporation (ATO) | 0.2 | $1.0M | -9% | 6.6k | 156.38 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.0M | 3.3k | 312.39 |
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| Caterpillar (CAT) | 0.1 | $968k | +2% | 1.2k | 826.35 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $883k | -6% | 1.2k | 742.03 |
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| American Tower Reit (AMT) | 0.1 | $834k | -3% | 5.2k | 161.06 |
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| Morgan Stanley Com New (MS) | 0.1 | $833k | +2834% | 4.4k | 188.01 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $785k | +63% | 8.2k | 95.95 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $756k | 3.7k | 205.96 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $754k | +412% | 31k | 24.05 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $747k | +6% | 4.0k | 185.01 |
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| Chevron Corporation (CVX) | 0.1 | $703k | +8% | 3.4k | 207.10 |
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| Deere & Company (DE) | 0.1 | $673k | +19% | 1.0k | 667.26 |
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| Rockwell Automation (ROK) | 0.1 | $645k | 1.5k | 442.45 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $605k | +13% | 927.00 | 652.51 |
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| Regions Financial Corporation (RF) | 0.1 | $590k | 22k | 26.96 |
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| Cardinal Health (CAH) | 0.1 | $576k | 2.5k | 230.09 |
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| Coca-Cola Company (KO) | 0.1 | $520k | 6.0k | 86.10 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $515k | -3% | 31k | 16.84 |
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| McKesson Corporation (MCK) | 0.1 | $500k | 556.00 | 898.82 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $463k | -2% | 4.1k | 113.74 |
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| Bar Harbor Bankshares (BHB) | 0.1 | $455k | +3% | 12k | 38.87 |
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| Pfizer (PFE) | 0.1 | $444k | +5% | 16k | 28.12 |
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| Applied Materials (AMAT) | 0.1 | $443k | 837.00 | 529.30 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $432k | +6% | 4.8k | 90.84 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $424k | 2.6k | 162.15 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $407k | 5.2k | 78.13 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $406k | -9% | 1.2k | 340.10 |
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| Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) | 0.1 | $402k | -2% | 12k | 33.47 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $399k | 2.1k | 194.19 |
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| Pepsi (PEP) | 0.1 | $391k | -6% | 3.1k | 125.60 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $381k | 1.8k | 216.70 |
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| Travelers Companies (TRV) | 0.1 | $371k | 1.0k | 361.64 |
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| S&p Global (SPGI) | 0.1 | $337k | +5% | 868.00 | 388.16 |
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| International Business Machines (IBM) | 0.1 | $328k | -12% | 1.5k | 225.62 |
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| Nucor Corporation (NUE) | 0.0 | $319k | 1.4k | 235.98 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $295k | -11% | 808.00 | 365.22 |
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| Ventas (VTR) | 0.0 | $293k | -9% | 3.5k | 83.73 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $292k | +31% | 2.5k | 119.23 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.0 | $292k | +5% | 5.3k | 54.64 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $268k | -2% | 3.5k | 75.44 |
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| Verisk Analytics (VRSK) | 0.0 | $249k | -91% | 1.5k | 168.38 |
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| Gilead Sciences (GILD) | 0.0 | $243k | +125% | 1.6k | 147.50 |
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| Verizon Communications (VZ) | 0.0 | $235k | -9% | 5.1k | 45.98 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $233k | +7% | 424.00 | 550.00 |
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| Intel Corporation (INTC) | 0.0 | $232k | -12% | 1.9k | 120.00 |
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| Shell Spon Ads (SHEL) | 0.0 | $231k | 2.4k | 95.61 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $229k | 1.4k | 166.67 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $219k | 2.8k | 78.47 |
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| At&t (T) | 0.0 | $218k | +3% | 9.0k | 24.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $213k | 568.00 | 375.18 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $209k | 1.4k | 152.71 |
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| ConocoPhillips (COP) | 0.0 | $206k | -2% | 1.6k | 127.06 |
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| Unilever Spon Adr New (UL) | 0.0 | $206k | -2% | 3.5k | 59.58 |
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| Tesla Motors (TSLA) | 0.0 | $206k | -14% | 581.00 | 354.11 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $202k | 2.2k | 90.23 |
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| Qualcomm (QCOM) | 0.0 | $199k | 1.1k | 182.09 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $192k | +12% | 6.1k | 31.44 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $192k | 3.2k | 60.81 |
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| Rocket Lab Corp (RKLB) | 0.0 | $189k | 2.7k | 70.46 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $188k | 6.4k | 29.39 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $187k | +2% | 2.6k | 72.70 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $187k | 1.7k | 112.24 |
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| Boeing Company (BA) | 0.0 | $184k | 958.00 | 192.28 |
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| Abbott Laboratories (ABT) | 0.0 | $180k | -96% | 1.9k | 96.68 |
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| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.0 | $174k | 3.7k | 47.14 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $167k | 330.00 | 505.50 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $166k | -9% | 997.00 | 166.20 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $165k | 1.0k | 161.08 |
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| Phillips 66 (PSX) | 0.0 | $163k | +9% | 615.00 | 264.23 |
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| Netflix (NFLX) | 0.0 | $161k | -94% | 2.4k | 67.85 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $156k | 554.00 | 281.31 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $155k | 5.1k | 30.09 |
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| RPM International (RPM) | 0.0 | $154k | -5% | 1.5k | 99.22 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $153k | -11% | 685.00 | 223.44 |
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| Wells Fargo & Company (WFC) | 0.0 | $151k | 1.9k | 80.25 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $149k | +70% | 1.8k | 81.22 |
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| BP Sponsored Adr (BP) | 0.0 | $148k | -10% | 3.3k | 44.50 |
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| Genuine Parts Company (GPC) | 0.0 | $144k | +69% | 1.2k | 125.12 |
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| Altria (MO) | 0.0 | $143k | 2.1k | 66.95 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $143k | +5% | 576.00 | 248.24 |
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| Union Bankshares (UNB) | 0.0 | $142k | -13% | 6.2k | 23.00 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $140k | NEW | 2.0k | 70.09 |
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| General Dynamics Corporation (GD) | 0.0 | $138k | +6% | 415.00 | 332.72 |
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| Realty Income (O) | 0.0 | $125k | +27% | 2.3k | 53.53 |
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| Axon Enterprise (AXON) | 0.0 | $124k | 293.00 | 422.21 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $121k | -13% | 316.00 | 382.76 |
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| Bristol Myers Squibb (BMY) | 0.0 | $119k | 1.9k | 61.46 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $117k | 1.2k | 98.04 |
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| Southern Company (SO) | 0.0 | $117k | 1.4k | 83.47 |
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| Capital One Financial (COF) | 0.0 | $116k | +44% | 598.00 | 194.48 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $116k | 175.00 | 663.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $116k | -9% | 496.00 | 233.55 |
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| Amgen (AMGN) | 0.0 | $114k | 279.00 | 407.27 |
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| East West Ban (EWBC) | 0.0 | $113k | 905.00 | 125.02 |
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| Impinj (PI) | 0.0 | $109k | 595.00 | 183.87 |
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| M&T Bank Corporation (MTB) | 0.0 | $109k | 500.00 | 217.35 |
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| FedEx Corporation (FDX) | 0.0 | $108k | 377.00 | 287.07 |
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| Motorola Solutions Com New (MSI) | 0.0 | $108k | +50% | 240.00 | 448.03 |
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| Colgate-Palmolive Company (CL) | 0.0 | $108k | 1.3k | 84.53 |
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| 3M Company (MMM) | 0.0 | $106k | -4% | 649.00 | 163.02 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $104k | 5.3k | 19.60 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $103k | +13% | 202.00 | 508.62 |
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| UnitedHealth (UNH) | 0.0 | $102k | +26% | 278.00 | 365.18 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $98k | NEW | 464.00 | 210.55 |
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| AutoNation (AN) | 0.0 | $97k | 586.00 | 164.99 |
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| AmerisourceBergen (COR) | 0.0 | $93k | 300.00 | 309.78 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $92k | 872.00 | 105.55 |
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| First Solar (FSLR) | 0.0 | $92k | 533.00 | 172.11 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $90k | 605.00 | 149.09 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $88k | +18% | 581.00 | 151.77 |
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| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $87k | 15k | 5.77 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $84k | +54% | 3.4k | 25.19 |
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| Progressive Corporation (PGR) | 0.0 | $84k | +25% | 400.00 | 210.95 |
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| CSX Corporation (CSX) | 0.0 | $84k | 1.8k | 46.54 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $84k | +57% | 223.00 | 375.45 |
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| Community Bank System (CBU) | 0.0 | $83k | 1.4k | 59.93 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $81k | +13% | 645.00 | 125.73 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $81k | NEW | 225.00 | 357.64 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $80k | 343.00 | 231.82 |
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| Jack Henry & Associates (JKHY) | 0.0 | $79k | 551.00 | 143.84 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $74k | 2.9k | 25.16 |
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| Snap-on Incorporated (SNA) | 0.0 | $74k | 200.00 | 367.72 |
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| Honeywell International (HON) | 0.0 | $72k | NEW | 338.00 | 213.80 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $71k | -42% | 336.00 | 212.30 |
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| Ford Motor Company (F) | 0.0 | $71k | 5.8k | 12.27 |
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| GSK Sponsored Adr (GSK) | 0.0 | $70k | 1.5k | 47.18 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $70k | 399.00 | 175.58 |
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| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.0 | $70k | 272.00 | 255.64 |
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| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.0 | $69k | -13% | 656.00 | 105.76 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $68k | 875.00 | 77.88 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $68k | 3.1k | 21.70 |
|
|
| Royce Value Trust (RVT) | 0.0 | $67k | 3.9k | 17.09 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $66k | 302.00 | 217.71 |
|
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.0 | $65k | 423.00 | 154.51 |
|
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.0 | $65k | 1.4k | 45.24 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $64k | 448.00 | 142.53 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $64k | 755.00 | 84.51 |
|
|
| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.0 | $64k | 3.0k | 21.25 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $64k | -31% | 451.00 | 141.05 |
|
| Public Storage (PSA) | 0.0 | $63k | 223.00 | 284.00 |
|
|
| Clean Harbors (CLH) | 0.0 | $63k | 200.00 | 312.51 |
|
|
| NiSource (NI) | 0.0 | $63k | 1.6k | 39.50 |
|
|
| Norfolk Southern (NSC) | 0.0 | $62k | 200.00 | 310.26 |
|
|
| Clearway Energy CL C (CWEN) | 0.0 | $61k | +40% | 2.1k | 29.14 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $61k | 444.00 | 136.40 |
|
|
| Dover Corporation (DOV) | 0.0 | $59k | +50% | 315.00 | 188.06 |
|
| Carrier Global Corporation (CARR) | 0.0 | $59k | 1.1k | 55.22 |
|
|
| Fortinet (FTNT) | 0.0 | $59k | -50% | 331.00 | 178.72 |
|
| Starbucks Corporation (SBUX) | 0.0 | $57k | +14% | 599.00 | 94.88 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $57k | 1.0k | 55.19 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $56k | 318.00 | 176.49 |
|
|
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $56k | 497.00 | 112.78 |
|
|
| West Pharmaceutical Services (WST) | 0.0 | $55k | +60% | 151.00 | 365.01 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $54k | 377.00 | 143.92 |
|
|
| Walt Disney Company (DIS) | 0.0 | $54k | 528.00 | 101.33 |
|
|
| State Street Corporation (STT) | 0.0 | $53k | +40% | 304.00 | 174.62 |
|
| Medtronic SHS (MDT) | 0.0 | $53k | 610.00 | 86.44 |
|
|
| Hormel Foods Corporation (HRL) | 0.0 | $52k | 2.6k | 19.96 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $52k | 250.00 | 208.04 |
|
|
| Cummins (CMI) | 0.0 | $52k | 100.00 | 517.00 |
|
|
| Cigna Corp (CI) | 0.0 | $51k | +6% | 191.00 | 267.96 |
|
| Fortis (FTS) | 0.0 | $51k | 968.00 | 52.74 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $51k | -7% | 103.00 | 491.40 |
|
| Howmet Aerospace (HWM) | 0.0 | $50k | 217.00 | 228.38 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $49k | 1.4k | 36.00 |
|
|
| Honeywell Aerospace (HONA) | 0.0 | $49k | NEW | 318.00 | 154.06 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $48k | 754.00 | 63.71 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $46k | 840.00 | 55.02 |
|
|
| Steris Shs Usd (STE) | 0.0 | $45k | +50% | 216.00 | 209.34 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $45k | +280% | 475.00 | 94.34 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $42k | 4.1k | 10.16 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $42k | 595.00 | 70.40 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $41k | 494.00 | 83.16 |
|
|
| Moderna (MRNA) | 0.0 | $41k | 215.00 | 188.94 |
|
Past Filings by Community Financial Services Group
SEC 13F filings are viewable for Community Financial Services Group going back to 2011
- Community Financial Services Group 2026 Q3 filed Oct. 15, 2026
- Community Financial Services Group 2026 Q2 filed July 9, 2026
- Community Financial Services Group 2026 Q1 filed April 8, 2026
- Community Financial Services Group 2025 Q4 filed Jan. 15, 2026
- Community Financial Services Group 2025 Q3 filed Oct. 21, 2025
- Community Financial Services Group 2025 Q2 filed July 18, 2025
- Community Financial Services Group 2025 Q1 filed April 23, 2025
- Community Financial Services Group 2024 Q4 filed Jan. 29, 2025
- Community Financial Services Group 2024 Q3 filed Oct. 21, 2024
- Community Financial Services Group 2024 Q2 filed July 25, 2024
- Community Financial Services Group 2024 Q1 filed April 23, 2024
- Community Financial Services Group 2023 Q3 filed Nov. 7, 2023
- Community Financial Services Group 2021 Q4 filed March 10, 2022
- Community Financial Services Group 2021 Q3 filed Nov. 9, 2021
- Community Financial Services Group 2021 Q2 filed July 23, 2021
- Community Financial Services Group 2021 Q1 filed May 14, 2021