List of top 200 securities held by Community Financial Services Group LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2026Q2
Report Date Time: 2026-07-09 14:02:10
Total Holdings: 524
Assets Under Management (AUM) :
$649,505,472 ($649.51M)
Reporting Manager: Joseph P. Preddy
Address:
P.O. BOX 120
NEWPORT, VT 05855-0120
Since : total money flow = , gains and losses =
×