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Community Bank System shares owned by Waterford Advisors

Quarter-by-quarter ownership of Community Bank System (CBU) shares owned by Waterford Advisors from 13F filings

Historical chart of Waterford Advisors investment in Community Bank System

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Community Bank System by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 45k 58.07
2024-03-31 $2.2M 45k 48.03
2023-09-30 $1.9M 45k 42.21
2023-06-30 $2.1M 45k 46.88
2022-12-31 $2.8M 45k 62.95

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Global Reit Etf (REET)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Community Bank System (CBU)

View all positions for Waterford Advisors

Top funds holding Community Bank System

BlackRock
BlackRock
Vanguard Group
State Street Corporation
Neuberger Berman Group
Morgan Stanley
Dimensional Fund Advisors
Geode Capital Management
Federated Investors
Goldman Sachs Group
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Segall Bryant & Hamill
Nuveen Asset Management

View all funds holding Community Bank System