Back to CBU
Ascent Wealth Partners, LLC → CBU
Ascent Wealth Partners, LLC CBU Position History
Community Financial System, Inc. • Financial Services
Quarters held
3
Latest value
$230K
Q3 2026
Peak value
$258K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $224K |
| Q2 2026 | $258K |
| Q3 2026 | $230K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $230K | 3.9K | — | — |
| Q2 2026 | $258K | 3.8K | — | — |
| Q1 2026 | $224K | 3.8K | — | — |
Other funds holding CBU
$271.6M
$234.1M
$234.1M
$234.1M
$230.1M
$230.1M
$223.9M
$223.9M