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Community Bank System shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Community Bank System (CBU) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Community Bank System

Tip: Access up to 7 years of quarterly data

All positions including Community Bank System held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Community Bank System by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $176k 3.0k 58.65

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Community Bank System

BlackRock
Vanguard Group
Neuberger Berman Group
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Morgan Stanley
Dimensional Fund Advisors
FMR
Geode Capital Management
Federated Investors
Nfj Investment Group
Charles Schwab Investment Management
Northern Trust
Bank of America Corporation

View all funds holding Community Bank System