Community Financial System, Inc.
CBU- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000723188
In the last 90 days, Community Financial System, Inc. insiders filed 3 open-market purchases and 0 sales; 280 institutions reported holding it in 13F filings for Q2 2026, worth $2.75B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Community Financial System, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 237
- +17 vs. Q2 2021
- Shares held
- 38.0M
- −212.4K (−0.6%) vs. Q2 2021
- Total value
- $2.60B
- −$290.7M (−10.1%) vs. Q2 2021
- New holders
- 31
- 65 more added
- Sold out
- 14
- 83 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CBU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 280 | $2.75B |
| Q1 2026 | 265 | $2.35B |
| Q4 2025 | 264 | $2.30B |
| Q3 2025 | 255 | $2.30B |
| Q2 2025 | 259 | $2.23B |
| Q1 2025 | 267 | $2.21B |
| Q4 2024 | 254 | $2.38B |
| Q3 2024 | 255 | $2.18B |
| Q2 2024 | 245 | $1.78B |
| Q1 2024 | 235 | $1.83B |
| Q4 2023 | 245 | $2.05B |
| Q3 2023 | 236 | $1.69B |
| Q2 2023 | 222 | $1.92B |
| Q1 2023 | 245 | $2.06B |
| Q4 2022 | 254 | $2.43B |
| Q3 2022 | 249 | $2.35B |
| Q2 2022 | 240 | $2.41B |
| Q1 2022 | 244 | $2.65B |
| Q4 2021 | 244 | $2.81B |
| Q3 2021 | 237 | $2.60B |
| Q2 2021 | 221 | $2.89B |
| Q1 2021 | 211 | $2.94B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 579 | $40.0K | 0.00% | −167−22.4% | Reduced |
| BBVA USA | 504 | $34.0K | 0.00% | −26−4.9% | Reduced |
| Ogorek Anthony Joseph | 501 | $34.0K | 0.02% | +3+0.6% | Added |
| Versant Capital Management, Inc | 472 | $32.0K | 0.01% | −28−5.6% | Reduced |
| Harbour Investments, Inc. | 391 | $27.0K | 0.00% | +1+0.3% | Added |
| Prentice Wealth Management LLC | 400 | $27.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 389 | $26.6K | 0.00% | +90+30.1% | Added |
| Washington Trust Co | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $21.0K | 0.03% | +300 | New |
| Gemmer Asset Management LLC | 283 | $19.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 275 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 255 | $17.0K | 0.00% | −218−46.1% | Reduced |
| Central Trust Co | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 246 | $17.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 253 | $17.0K | 0.00% | +36+16.6% | Added |
| Hantz Financial Services, Inc. | 196 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 191 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 191 | $13.0K | 0.00% | +17+9.8% | Added |
| Valley National Advisers Inc | 171 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 157 | $11.0K | 0.00% | −8−4.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 149 | $10.0K | 0.00% | −16−9.7% | Reduced |
| Sageworth Trust Co | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 77 | $5.00K | 0.00% | +77 | New |
| Meeder Asset Management Inc | 48 | $3.00K | 0.00% | −1−2.0% | Reduced |
| AllSquare Wealth Management LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 49 | $3.00K | 0.00% | +49 | New |
| Column Capital Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 3,421 | $1.00K | 0.00% | +3,371+6,742.0% | Added |
| Signaturefd, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 14 | $958 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 13 | $0 | 0.00% | +13 | New |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −28,200−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,966−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −11,112−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,574−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −3,678−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,628−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −3,105−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −2,933−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,898−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |