Community Financial Services Group, LLC Reduced Holdings in Q4 2025

Community Financial Services Group, LLC

  • $545 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.61K
- 2.3%
$496.82 - $542.07 $798K - $871K
68.2K $33B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-41.8K
- 82.27%
$55.57 - $63.17 $2.33M - $2.64M
9.02K $485M
ETN
Eaton Corp PLC

Industrials
-199
- 0.69%
$352.39 - $387.75 $70.1K - $77.2K
28.8K $9.17B
META
Meta Platforms, Inc.

Communication Services
-185
- 1.17%
$609.01 - $751.67 $113K - $139K
15.7K $10.3B
PANW
Palo Alto Networks Inc

Technology
-896
- 1.97%
$204.77 - $221.38 $183K - $198K
44.6K $8.22B
Arista Networks Inc
-2.77K
- 7.81%
N/A
32.7K $4.28B
NVDA
Nvidia Corp

Technology
-4.46K
- 4.46%
$179.83 - $207.04 $802K - $923K
95.5K $17.8B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-396
- 0.84%
$91.7 - $105.68 $36.3K - $41.8K
46.5K $4.24B
AVGO
Broadcom Inc.

Technology
-5.08K
- 8.14%
$324.63 - $385.98 $1.65M - $1.96M
57.3K $19.8B
Blackrock
-124
- 2.2%
N/A
5.5K $5.89B
JPM
Jpmorgan Chase & CO

Financial Services
-2.03K
- 4.4%
$294.11 - $320.41 $596K - $649K
44K $14.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-670
- 20.73%
$475.68 - $513.11 $319K - $344K
2.56K $1.29B
VBR
Vanguard Small Cap Value ETF

ETFs
-1.57K
- 20.61%
$201.42 - $211.15 $316K - $331K
6.04K $1.28B
ABBV
Abb Vie Inc.

Healthcare
-893
- 2.75%
$211.96 - $244.38 $189K - $218K
31.5K $7.2B
ECL
Ecolab Inc.

Basic Materials
-162
- 0.98%
$253.06 - $281.35 $41K - $45.6K
16.4K $4.29B
LOW
Lowes Companies Inc

Consumer Cyclical
-62
- 0.3%
$225.0 - $247.99 $14K - $15.4K
20.6K $4.96B
VLO
Valero Energy Corp

Energy
-465
- 4.01%
$156.39 - $181.76 $72.7K - $84.5K
11.1K $1.81B
AMT
American Tower Corp

Real Estate
-180
- 3.38%
$176.64 - $193.32 $31.8K - $34.8K
5.15K $904M
VOT
Vanguard Mid Cap Growth Index

ETFs
-111
- 1.95%
$279.76 - $298.12 $31.1K - $33.1K
5.59K $1.56B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.73K
- 1.49%
$56.0 - $57.6 $96.9K - $99.7K
114K $6.55B
ATO
Atmos Energy Corp

Utilities
-296
- 3.91%
$168.85 - $179.19 $50K - $53K
7.27K $1.22B
MCD
Mcdonalds Corp

Consumer Cyclical
-282
- 1.55%
$293.81 - $310.11 $82.9K - $87.5K
17.9K $5.48B
VUG
Vanguard Growth ETF

ETFs
-99
- 19.08%
$470.44 - $504.26 $46.6K - $49.9K
420 $205M
WM
Waste Management Inc

Industrials
-65
- 0.28%
$196.77 - $219.98 $12.8K - $14.3K
23.4K $5.14B
HON
Honeywell International Inc

Industrials
-73
- 5.95%
$194.07 - $220.67 $14.2K - $16.1K
1.15K $225M
PFE
Pfizer Inc

Healthcare
-424
- 3.31%
$24.23 - $27.37 $10.3K - $11.6K
12.4K $309M
MTB
M&T Bank Corp

Financial Services
-119
- 6.0%
$178.63 - $195.63 $21.3K - $23.3K
1.87K $376M
NVS
Novartis Ag

Healthcare
-371
- 9.52%
$121.8 - $132.39 $45.2K - $49.1K
3.53K $486M
IVV
Ishares Core S&P 500 ETF

ETFs
-44
- 3.51%
$656.2 - $690.71 $28.9K - $30.4K
1.21K $828M
ICLN
Ishares

ETFs
-2.42K
- 7.03%
$15.78 - $18.1 $38.2K - $43.8K
32K $525M
SCHW
Schwab Charles Corp

Financial Services
-1.74K
- 3.83%
$91.91 - $97.71 $160K - $170K
43.8K $4.38B
EMR
Emerson Electric CO

Industrials
-451
- 0.74%
$126.01 - $140.03 $56.8K - $63.2K
60.7K $8.05B
AMAT
Applied Materials Inc

Technology
-25
- 2.51%
$209.95 - $240.89 $5.25K - $6.02K
971 $250M
RTX
Raytheon Technologies Corp

Industrials
-20
- 0.65%
$157.0 - $179.44 $3.14K - $3.59K
3.05K $559M
EWC
Ishares Msci Canada ETF

ETFs
-387
- 1.78%
$49.72 - $51.75 $19.2K - $20K
21.4K $1.15B
AAPL
Apple Inc.

Technology
-6.17K
- 5.91%
$245.27 - $275.25 $1.51M - $1.7M
98.2K $26.7B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.11K
- 1.33%
$191.01 - $199.18 $212K - $221K
82.2K $16.3B
TJX
Tjx Companies Inc

Consumer Cyclical
-300
- 1.42%
$138.56 - $147.63 $41.6K - $44.3K
20.8K $3.19B
GLW
Corning Inc

Technology
-125
- 0.38%
$82.06 - $90.29 $10.3K - $11.3K
32.5K $2.84B
ADI
Analog Devices Inc

Technology
-192
- 1.9%
$225.32 - $246.37 $43.3K - $47.3K
9.89K $2.68B
CSCO
Cisco Systems, Inc.

Technology
-603
- 1.92%
$67.46 - $78.0 $40.7K - $47K
30.7K $2.37B
GOOGL
Alphabet Inc.

Communication Services
-223
- 5.0%
$236.57 - $291.31 $52.8K - $65K
4.23K $1.32B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-196
- 0.51%
$178.37 - $198.46 $35K - $38.9K
38.5K $8.05B
V
Visa Inc.

Financial Services
-301
- 0.72%
$325.75 - $352.42 $98.1K - $106K
41.6K $14.6B
AXP
American Express CO

Financial Services
-1.47K
- 6.58%
$316.26 - $372.77 $463K - $546K
20.8K $7.69B
BAC
Bank Of America Corp

Financial Services
-4.69K
- 2.81%
$48.65 - $54.11 $228K - $254K
162K $8.94B
NEE
Nextera Energy Inc

Utilities
-1.09K
- 1.26%
$78.18 - $86.03 $85.1K - $93.7K
85.3K $6.85B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.09K
- 1.77%
$213.04 - $254.0 $232K - $276K
60.4K $13.9B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-332
- 1.28%
$280.66 - $305.09 $93.2K - $101K
25.6K $7.77B
Activity Summary
Buys All Purchases 26 New Holdings 2 Increased Positions 24 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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