Back to CBU
Marshall & Sterling Wealth Advisors Inc. → CBU
Marshall & Sterling Wealth Advisors Inc. CBU Position History
Community Financial System, Inc. • Financial Services
Quarters held
5
Latest value
$179K
Q3 2026
Peak value
$184.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $184.7M |
| Q4 2025 | $181K |
| Q1 2026 | $176K |
| Q2 2026 | $201K |
| Q3 2026 | $179K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $179K | 3.0K | — | — |
| Q2 2026 | $201K | 3.0K | — | — |
| Q1 2026 | $176K | 3.0K | — | — |
| Q4 2025 | $181K | 3.1K | — | — |
| Q3 2025 | $184.7M | 3.1K | — | — |
Other funds holding CBU
$271.6M
$234.1M
$234.1M
$234.1M
$230.1M
$230.1M
$223.9M
$223.9M