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Livermore
Livermore
ZHEN

Socha Financial Group, LLC

SEC CIK
0001967966
Latest filing
Aug 5, 2026

CBU holding history

Community Financial System, Inc. in every 13F filed by Socha Financial Group, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of CBU by Socha Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−5,450−100.0%Sold outHolders
Q3 20255,450$319.6K0.1%00.0%UnchangedHolders
Q2 20255,450$309.9K0.1%00.0%UnchangedHolders
Q1 20255,450$309.9K0.2%00.0%UnchangedHolders
Q4 20245,450$336.2K0.2%00.0%UnchangedHolders
Q3 20245,450$316.5K0.1%00.0%UnchangedHolders
Q2 20245,450$257.3K0.1%−7,600−58.2%ReducedHolders
Q1 202413,050$626.8K0.3%+7,600+139.4%AddedHolders
Q4 20235,450$284.0K0.1%00.0%UnchangedHolders
Q3 20235,450$230.0K0.1%00.0%UnchangedHolders
Q2 20235,450$255.5K0.1%00.0%UnchangedHolders
Q1 20235,450$286.1K0.2%00.0%UnchangedHolders
Q4 20225,450$343.1K0.2%00.0%UnchangedHolders
Q3 20225,450$327.4K0.3%00.0%UnchangedHolders
Q2 20225,450$344.9K0.4%00.0%UnchangedHolders
Q1 20225,450$382.3K0.3%00.0%UnchangedHolders
Q4 20215,450$405.9K0.3%–No prior filingHolders