Community Financial System CBU Wealth Management Services — Interest And Dividend Income Operating

Other segment segments

Similar metrics at other companies

TRMKWealth Management — Interest And Dividend Income Operating

$3.09M+3.3%

WTFCWealth management — Interest and Dividend Income, Operating

$10.48M+89.5%

BOKFWealth Management — Interest Income (Expense), Operating

$42.97M-3.4%

WSFSWealth Management — Interest Income (Expense), Operating

$25.08M+1.4%

RNSTWealth Management — Interest Income (Expense), Operating

$14K-12.5%

FNBWealth Management — Interest Income (Expense), Operating

$0—

Questions, answered.

What is Community Financial System's wealth management services — interest and dividend income operating?

Community Financial System (CBU) reported wealth management services — interest and dividend income operating of $171K in Q1 2026.

How has Community Financial System's wealth management services — interest and dividend income operating changed year-over-year?

Community Financial System's wealth management services — interest and dividend income operating increased by 33.6% year-over-year, from $128K to $171K.

What is the long-term trend for Community Financial System's wealth management services — interest and dividend income operating?

Over 3 years (2022 to 2025), Community Financial System's wealth management services — interest and dividend income operating has grown at a 187.2% compound annual growth rate (CAGR), from $25K to $592K.

What does wealth management services — interest and dividend income operating mean?

Reflects the interest and dividend revenue generated from assets held within the wealth management segment's operations. This income is distinct from fee-based revenue and typically arises from cash balances or investment portfolios managed by the segment. It provides insight into the segment's secondary revenue streams beyond core advisory fees.