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Community Financial System CBU Wealth Management Services — Other Finite Lived Intangible Assets Net

Other segment segments

Insurance Services
$20.27M+19.5%
Employee Benefit Services
$18.07M-20.2%
Banking And Corporate Services
$476K-29.0%

Similar metrics at other companies

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WTFCWealth management — Finite-Lived Intangible Assets, Net
$4.92M-20.1%
BK
BKMarket and Wealth Services — Intangible assets
$414M+11.0%
Stifel Financial logo
SFGlobal Wealth Management — Intangible Assets Net Excluding Goodwill
$25.32M+8.0%
U.S. Bancorp logo
USBOther intangible assets—net
$4.8B-10.8%
Hayward Holdings logo
HAYWOther intangibles, net
$85.85M-8.3%
Brookfield Asset Management logo
BAMOther intangible assets—net
$229M

Other financials

Income statement

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Revenue$213.3M+8.7%
Net income$57.2M+15.3%
EPS (diluted)$1.08+16.1%

Balance sheet

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Cash & equivalents$572.2M+10.5%
Total debt$437.7M-25.3%
Total equity$2.0B+10.4%
Total assets$17.7B+5.8%

Cash flow

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Operating cash flow$71.6M+14.5%
CapEx$11.3M+6.7%
Free cash flow$60.3M+16.1%

Valuation

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Market cap$3.39B+2.6%

Profitability

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Net margin26.1%+1.1pp
FCF margin28.9%+3.3pp

Returns & leverage

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Return on equity11.3%+0.3pp
Debt / equity0.2×-0.1×

Where this comes from

Reported directly by Community Financial System in its filing.

Tagged under the XBRL concept cbu:OtherFiniteLivedIntangibleAssetsNet.

The official record: Community Financial System’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Community Financial System's wealth management services — other finite lived intangible assets net?
Community Financial System (CBU) reported wealth management services — other finite lived intangible assets net of $1.44M in Q1 2026.
How has Community Financial System's wealth management services — other finite lived intangible assets net changed year-over-year?
Community Financial System's wealth management services — other finite lived intangible assets net increased by 39.4% year-over-year, from $1.03M to $1.44M.
What does wealth management services — other finite lived intangible assets net mean?
The net book value of intangible assets with definite useful lives, excluding goodwill and core deposit intangibles, held by the wealth management segment. These assets often include proprietary software, trademarks, or specific contractual rights. Tracking this helps investors understand the non-physical asset base supporting the segment's competitive advantage.