Back to CBU
Waldron Private Wealth LLC → CBU
Waldron Private Wealth LLC CBU Position History
Community Financial System, Inc. • Financial Services
Quarters held
4
Latest value
$7.3M
Q3 2026
Peak value
$12.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.1M |
| Q1 2026 | $7.2M |
| Q2 2026 | $8.2M |
| Q3 2026 | $7.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.3M | 122.1K | — | — |
| Q2 2026 | $8.2M | 122.1K | — | — |
| Q1 2026 | $7.2M | 122.1K | — | — |
| Q4 2025 | $12.1M | 210.2K | — | — |
Other funds holding CBU
$271.6M
$234.1M
$234.1M
$234.1M
$230.1M
$230.1M
$223.9M
$223.9M