Back to CBU

RIA Advisory Group LLC → CBU

RIA Advisory Group LLC CBU Position History

Community Financial System, Inc. • Financial Services

Quarters held
3
Latest value
$209K
Q3 2026
Peak value
$280K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$246K
Q2 2026$280K
Q3 2026$209K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$209K3.5K——
Q2 2026$280K4.2K——
Q1 2026$246K4.2K——

Other funds holding CBU

Other RIA Advisory Group LLC positions

IVZ

INVESCO EXCHANGE TRADED FD T

$65.2M
QQQ

INVESCO QQQ TR

$47.5M
QQQ

INVESCO QQQ TR

$47.3M
QQQ

INVESCO QQQ TR

$45.9M
ETHA

ISHARES TR

$42M
ETHA

ISHARES TR

$40.2M
VGES

VANGUARD INDEX FDS

$39.7M
VGES

VANGUARD INDEX FDS

$39.2M