Back to CBU
Alliance Wealth Advisors, LLC → CBU
Alliance Wealth Advisors, LLC CBU Position History
Community Financial System, Inc. • Financial Services
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $626K |
| Q4 2025 | $1.2M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 19.0K | — | — |
| Q2 2026 | $1.3M | 19.8K | — | — |
| Q1 2026 | $1.2M | 20.8K | — | — |
| Q4 2025 | $1.2M | 20.8K | — | — |
| Q3 2025 | $626K | 10.7K | — | — |
Other funds holding CBU
$271.6M
$234.1M
$234.1M
$234.1M
$230.1M
$230.1M
$223.9M
$223.9M