Community Financial Services Group, LLC Portfolio Holdings

Community Financial Services Group, LLC

  • $545 Billion
  • Q4 2025

Community Financial Services Group, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $545 Billion distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $40.3B, Microsoft Corp with a value of $33B, Apple Inc. with a value of $26.7B, Exxon Mobil Corp with a value of $20.8B, and Alphabet Inc. with a value of $20.7B.

Examining the 13F form we can see an decrease of $1.12B in the current position value, from $546B to 545B.

Community Financial Services Group, LLC is based out at Newport, VT

Below you can find more details about Community Financial Services Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $545 Billion
Technology: $150 Billion
ETFs: $86 Billion
Financial Services: $61.8 Billion
Communication Services: $36.3 Billion
Industrials: $36.1 Billion
Consumer Cyclical: $34.8 Billion
Healthcare: $34.3 Billion
Consumer Defensive: $32.4 Billion
Other: $50.3 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$446M
$352 Million 0.06% of portfolio
11,344
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $545 Billion
  • Prior Value $546 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
Track This Portfolio

Track Community Financial Services Group, LLC Portfolio

Follow Community Financial Services Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Community Financial Services Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Community Financial Services Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email