Back to CBU

Atria Investments, Inc → CBU

Atria Investments, Inc CBU Position History

Community Financial System, Inc. • Financial Services

Quarters held
5
Latest value
$990K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1M
Q4 2025$1.2M
Q1 2026$1.1M
Q2 2026$1.1M
Q3 2026$990K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$990K16.6K——
Q2 2026$1.1M16.7K——
Q1 2026$1.1M19.0K——
Q4 2025$1.2M20.0K——
Q3 2025$1M17.8K——

Other funds holding CBU

Other Atria Investments, Inc positions

ETHA

ISHARES TR

$328.6M
ETHA

ISHARES TR

$317.3M
NVDA

NVIDIA CORPORATION

$244.9M
MSFT

MICROSOFT CORP

$224.1M
MSFT

MICROSOFT CORP

$221M
VGES

VANGUARD INDEX FDS

$207.3M
MSFT

MICROSOFT CORP

$197.5M
NVDA

NVIDIA CORPORATION

$193.6M