Community Financial Services Group
Community Financial Services Group reported 539 stocks worth $655M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are AAPL (5.1%), MSFT (4.9%) and IEF (4.1%). Compared with Q2 2026, the fund opened new positions in MU and DGX, added to MSFT, META and APH, trimmed AAPL, IEF and RSP and sold out of XOM, NOW and WHR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $33.2M | 5.1% | 100K | −1,780 (−2%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $32.4M | 4.9% | 63K | +232 (+0%) | 8 of 8 | |
| 3 |  IEF Ishares TR | $26.8M | 4.1% | 300K | −89K (−23%) | 8 of 8 | |
| 4 |  RSP Invesco Exchange Traded FD T | $26.8M | 4.1% | 128K | −290 (−0%) | 3 of 8 | |
| 5 |  NVDA Nvidia Corporation | $23.8M | 3.6% | 103K | −2,705 (−3%) | 8 of 8 | |
| 6 |  GOOG Alphabet Inc | $21.5M | 3.3% | 64K | −1,373 (−2%) | 8 of 8 | |
| 7 |  AVGO Broadcom Inc | $19.3M | 3.0% | 56K | −2,381 (−4%) | 8 of 8 | |
| 8 |  PANW Palo Alto Networks Inc | $17M | 2.6% | 43K | −3,360 (−7%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $16.3M | 2.5% | 66K | No change | 8 of 8 | |
| 10 |  V Visa Inc | $15.6M | 2.4% | 43K | −641 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $23.8M | 175K |
 NOW Servicenow Inc | $100K | 945 |
 WHR Whirlpool Corp | $51K | 1,275 |
 OKE Oneok Inc New | $42K | 487 |
 SAP Sap SE | $24K | 153 |
🔒 Free account: see all 24.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Community Financial Services Group 13F FAQ
What does Community Financial Services Group own?
Community Financial Services Group reported 539 stocks worth $655M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are AAPL (5.1%), MSFT (4.9%) and IEF (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Community Financial Services Group buy and sell in Q3 2026?
Compared with Q2 2026: 31 new positions, 91 added to, 108 trimmed and 24 sold out. New positions include MU and DGX. It sold all of XOM, NOW and WHR.
When will Community Financial Services Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Community Financial Services Group's portfolio worth?
The Q3 2026 filing reports $655M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.