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Livermore
Livermore
ZHEN

Operose Advisors LLC

SEC CIK
0001909750
Latest filing
Aug 13, 2026

CBU holding history

Community Financial System, Inc. in every 13F filed by Operose 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)
3,925
Value
$263.4K
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of CBU by Operose Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,925$263.4K0.1%00.0%UnchangedHolders
Q1 20263,925$230.2K0.1%00.0%UnchangedHolders
Q4 20253,925$225.5K0.1%00.0%UnchangedHolders
Q3 20253,925$230.2K0.1%00.0%UnchangedHolders
Q2 20253,925$223.2K0.1%00.0%UnchangedHolders
Q1 20253,925$223.2K0.1%00.0%UnchangedHolders
Q4 20243,925$242.1K0.1%00.0%UnchangedHolders
Q3 20243,925$227.9K0.1%00.0%UnchangedHolders
Q2 20243,925$185.3K0.1%00.0%UnchangedHolders
Q1 20243,925$188.5K0.1%00.0%UnchangedHolders
Q4 20233,925$204.5K0.1%00.0%UnchangedHolders
Q3 20233,925$165.7K0.1%+3,925NewHolders