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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
2024-03-31 $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)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Cap Index (MGC)

View all positions for Waterford Advisors

Top funds holding Community Bank System

BlackRock
Vanguard Group
Neuberger Berman Group
Morgan Stanley
Dimensional Fund Advisors
Geode Capital Management
Goldman Sachs Group
Charles Schwab Investment Management
Bank of New York Mellon
Segall Bryant & Hamill
Northern Trust
Federated Investors
Nuveen Asset Management
Public Employees' Retirement Association of Colorado
Hsbc Holdings

View all funds holding Community Bank System