Marshall & Sterling Wealth Advisors Inc. Community Bank System, Inc. Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Community Bank System, Inc. stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 3,150 shares of CBU stock, worth $185,346. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,150
Previous 3,325
5.26%
Holding current value
$185,346
Previous $205 Million
12.67%
% of portfolio
0.12%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding CBU
# of Institutions
280Shares Held
38.6MCall Options Held
5.3KPut Options Held
0-
Black Rock Inc. New York, NY7.54MShares$444 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA6.39MShares$376 Million0.01% of portfolio
-
Neuberger Berman Group LLC New York, NY3.63MShares$214 Million0.18% of portfolio
-
State Street Corp Boston, MA3.22MShares$189 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$131 Million0.01% of portfolio
About COMMUNITY BANK SYSTEM, INC.
- Ticker CBU
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 53,736,000
- Market Cap $3.16B
- Description
- Community Bank System, Inc. operates as the bank holding company for Community Bank, N.A. that provides various banking and other financial services to retail, commercial, and municipal customers. It operates through three segments: Banking, Employee Benefit Services, and All Other. The company offers various deposits products, such as checking,...