Community Financial Services Group, LLC Reduced Holdings in Q3 2025

Community Financial Services Group, LLC

  • $546 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-146
- 1.25%
$915.95 - $994.57 $134K - $145K
11.5K $10.7B
META
Meta Platforms, Inc.

Communication Services
-371
- 2.29%
$695.21 - $791.73 $258K - $294K
15.8K $11.6B
ICLN
Ishares

ETFs
-24.9K
- 42.05%
$13.22 - $15.48 $330K - $386K
34.4K $532M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.11K
- 1.77%
$211.65 - $238.24 $234K - $263K
61.5K $13.5B
IVV
Ishares Core S&P 500 ETF

ETFs
-234
- 15.74%
$620.67 - $670.08 $145K - $157K
1.25K $839M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-276
- 7.87%
$459.11 - $506.91 $127K - $140K
3.23K $1.62B
VBR
Vanguard Small Cap Value ETF

ETFs
-868
- 10.24%
$195.41 - $212.37 $170K - $184K
7.61K $1.59B
MA
Mastercard Inc

Financial Services
-120
- 16.11%
$550.18 - $598.96 $66K - $71.9K
625 $356M
CSCO
Cisco Systems, Inc.

Technology
-397
- 1.25%
$66.2 - $71.79 $26.3K - $28.5K
31.3K $2.14B
SAP
Sap Se

Technology
-66
- 6.66%
$252.42 - $311.93 $16.7K - $20.6K
925 $247M
DUK
Duke Energy Corp

Utilities
-331
- 14.32%
$116.31 - $125.93 $38.5K - $41.7K
1.98K $245M
AMAT
Applied Materials Inc

Technology
-177
- 15.09%
$156.25 - $204.95 $27.7K - $36.3K
996 $204M
CATH
Global X Fds Global X S&P 500

ETFs
-319
- 7.07%
$75.38 - $81.32 $24K - $25.9K
4.2K $340M
BIBL
Northern Lts Fd Tr Iv

ETFs
-326
- 6.65%
$41.43 - $44.43 $13.5K - $14.5K
4.57K $203M
PFE
Pfizer Inc

Healthcare
-526
- 3.94%
$23.29 - $25.88 $12.3K - $13.6K
12.8K $327M
VTR
Ventas, Inc.

Real Estate
-199
- 5.98%
$62.76 - $69.99 $12.5K - $13.9K
3.13K $219M
RF
Regions Financial Corp

Financial Services
-2.3K
- 9.2%
$24.03 - $27.41 $55.3K - $63K
22.7K $599M
CINF
Cincinnati Financial Corp

Financial Services
-30
- 1.56%
$145.8 - $158.1 $4.37K - $4.74K
1.9K $300M
VOT
Vanguard Mid Cap Growth Index

ETFs
-60
- 1.04%
$282.75 - $294.19 $17K - $17.7K
5.7K $1.67B
IBB
Ishares Biotechnology ETF

ETFs
-110
- 3.04%
$127.63 - $144.37 $14K - $15.9K
3.51K $507M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-15
- 2.02%
$404.94 - $499.99 $6.07K - $7.5K
728 $353M
SPY
Spdr S&P 500 ETF Trust

ETFs
-69
- 2.43%
$617.65 - $666.84 $42.6K - $46K
2.77K $1.84B
SCHW
Schwab Charles Corp

Financial Services
-1.07K
- 2.3%
$91.03 - $98.69 $97.6K - $106K
45.6K $4.35B
AXP
American Express CO

Financial Services
-595
- 2.6%
$294.27 - $342.31 $175K - $204K
22.2K $7.39B
VLO
Valero Energy Corp

Energy
-493
- 4.07%
$131.77 - $175.63 $65K - $86.6K
11.6K $1.98B
Blackrock
-89
- 1.56%
N/A
5.63K $6.56B
BAC
Bank Of America Corp

Financial Services
-1.87K
- 1.11%
$44.92 - $52.42 $84.1K - $98.2K
167K $8.63B
JPM
Jpmorgan Chase & CO

Financial Services
-927
- 1.98%
$282.78 - $316.06 $262K - $293K
46K $14.5B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-188
- 0.23%
$182.33 - $194.5 $34.3K - $36.6K
83.3K $16.2B
GLW
Corning Inc

Technology
-130
- 0.4%
$51.6 - $82.03 $6.71K - $10.7K
32.6K $2.67B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-630
- 2.38%
$224.68 - $282.71 $142K - $178K
25.9K $7.23B
Arista Networks Inc
-2.05K
- 5.46%
N/A
35.4K $5.16B
AVGO
Broadcom Inc.

Technology
-4.99K
- 7.4%
$264.74 - $369.57 $1.32M - $1.84M
62.4K $20.6B
NVDA
Nvidia Corp

Technology
-1.06K
- 1.05%
$153.3 - $186.58 $162K - $198K
100K $18.7B
AAPL
Apple Inc.

Technology
-10.7K
- 9.3%
$202.38 - $256.87 $2.17M - $2.75M
104K $26.6B
GOOG
Alphabet Inc.

Communication Services
-943
- 1.31%
$175.16 - $255.24 $165K - $241K
70.8K $17.2B
Activity Summary
Buys All Purchases 51 New Holdings 6 Increased Positions 45 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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