Back to CBU
Stone House Investment Management, LLC → CBU
Stone House Investment Management, LLC CBU Position History
Community Financial System, Inc. • Financial Services
Quarters held
5
Latest value
$288K
Q3 2026
Peak value
$325K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $226K |
| Q4 2025 | $219K |
| Q1 2026 | $223K |
| Q2 2026 | $325K |
| Q3 2026 | $288K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $288K | 4.8K | — | — |
| Q2 2026 | $325K | 4.8K | — | — |
| Q1 2026 | $223K | 3.8K | — | — |
| Q4 2025 | $219K | 3.8K | — | — |
| Q3 2025 | $226K | 3.8K | — | — |
Other funds holding CBU
$271.6M
$234.1M
$234.1M
$234.1M
$230.1M
$230.1M
$223.9M
$223.9M