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Livermore
Livermore
ZHEN

Pathway Financial Advisors LLC

SEC CIK
0001738828
Latest filing
Jul 6, 2026

CBU holding history

Community Financial System, Inc. in every 13F filed by Pathway Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBU overviewAll 13F holders of CBUFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of CBU by Pathway Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−4,694−100.0%Sold outHolders
Q1 20264,694$279.0K<0.1%+964+25.8%AddedHolders
Q4 20253,730$224.4K<0.1%00.0%UnchangedHolders
Q3 20253,730$218.7K<0.1%−466−11.1%ReducedHolders
Q2 20254,196$238.6K<0.1%00.0%UnchangedHolders
Q1 20254,196$238.6K<0.1%+182+4.5%AddedHolders
Q4 20244,014$247.6K0.1%−6,190−60.7%ReducedHolders
Q3 202410,204$592.5K0.2%−3,978−28.0%ReducedHolders
Q2 202414,182$669.5K0.2%−741−5.0%ReducedHolders
Q1 202414,923$716.8K0.2%−208−1.4%ReducedHolders
Q4 202315,131$788.5K0.2%−2,000−11.7%ReducedHolders
Q3 202317,131$723.1K0.2%−3,000−14.9%ReducedHolders
Q2 202320,131$943.7K0.3%00.0%UnchangedHolders
Q1 202320,131$1.06M0.4%−135−0.7%ReducedHolders
Q4 202220,266$1.28M0.4%−1,324−6.1%ReducedHolders
Q3 202221,590$1.30M0.4%−843−3.8%ReducedHolders
Q2 202222,433$1.42M0.6%00.0%UnchangedHolders
Q1 202222,433$1.57M0.6%00.0%UnchangedHolders
Q4 202122,433$1.60M0.6%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 202121,590$1.73M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.