Back to CBU
KESTRA PRIVATE WEALTH SERVICES, LLC → CBU
KESTRA PRIVATE WEALTH SERVICES, LLC CBU Position History
Community Financial System, Inc. • Financial Services
Quarters held
5
Latest value
$350K
Q3 2026
Peak value
$392K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $244K |
| Q4 2025 | $239K |
| Q1 2026 | $349K |
| Q2 2026 | $392K |
| Q3 2026 | $350K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $350K | 5.9K | — | — |
| Q2 2026 | $392K | 5.8K | — | — |
| Q1 2026 | $349K | 5.9K | — | — |
| Q4 2025 | $239K | 4.2K | — | — |
| Q3 2025 | $244K | 4.2K | — | — |
Other funds holding CBU
$271.6M
$234.1M
$234.1M
$234.1M
$230.1M
$230.1M
$223.9M
$223.9M