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, Q4 2021
Institutional positions in Community Financial System, Inc. as of Dec 31, 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
- 244
- +10 vs. Q3 2021
- Shares held
- 37.8M
- −182.9K (−0.5%) vs. Q3 2021
- Total value
- $2.81B
- +$216.0M (+8.3%) vs. Q3 2021
- New holders
- 34
- 82 more added
- Sold out
- 24
- 70 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 4 | $0 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Signaturefd, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Schubert & Co | 7 | $1.00K | 0.00% | +7 | New |
| Column Capital Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 34 | $3.00K | 0.00% | −116−77.3% | Reduced |
| AllSquare Wealth Management LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 56 | $4.00K | 0.00% | +56 | New |
| Tarbox Family Office, Inc. | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 103 | $7.00K | 0.00% | −152−59.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 91 | $7.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 99 | $7.00K | 0.00% | +99 | New |
| NEXT Financial Group, Inc | 89 | $7.00K | 0.00% | +89 | New |
| EverSource Wealth Advisors, LLC | 93 | $7.00K | 0.00% | +93 | New |
| Sageworth Trust Co of South Dakota | 111 | $8.00K | 0.01% | +111 | New |
| Hantz Financial Services, Inc. | 117 | $9.00K | 0.00% | −79−40.3% | Reduced |
| Parkside Financial Bank & Trust | 160 | $12.0K | 0.00% | +3+1.9% | Added |
| Valley National Advisers Inc | 171 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 189 | $14.0K | 0.00% | −2−1.0% | Reduced |
| Private Capital Group, LLC | 191 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 205 | $15.0K | 0.00% | −70−25.5% | Reduced |
| Confluence Wealth Services, Inc. | 211 | $15.0K | 0.00% | +211 | New |
| Clean Yield Group | 246 | $18.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 247 | $18.0K | 0.00% | −6−2.4% | Reduced |
| Central Trust Co | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 275 | $20.0K | 0.00% | +275 | New |
| Gemmer Asset Management LLC | 283 | $21.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $22.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 320 | $24.0K | 0.03% | +320 | New |
| Washington Trust Co | 350 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 356 | $27.0K | 0.01% | +356 | New |
| Lazard Asset Management LLC | 397 | $29.0K | 0.00% | +397 | New |
| Eagle Bay Advisors LLC | 500 | $37.0K | 0.02% | −500−50.0% | Reduced |
| Ogorek Anthony Joseph | 504 | $37.0K | 0.02% | +3+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 520 | $38.7K | 0.02% | +520 | New |
| Versant Capital Management, Inc | 576 | $43.0K | 0.01% | +104+22.0% | Added |
| AdvisorNet Financial, Inc | 708 | $53.0K | 0.00% | +708 | New |
| Center for Financial Planning, Inc. | 780 | $58.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 828 | $62.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 827 | $62.0K | 0.00% | +92+12.5% | Added |
| Macquarie Group Ltd | 910 | $68.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,000 | $74.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,197 | $89.2K | 0.03% | +13+1.1% | Added |
| US Bancorp | 1,288 | $96.0K | 0.00% | −21−1.6% | Reduced |
| American Portfolios Advisors | 1,329 | $99.0K | 0.00% | +940+241.6% | Added |
| Public Employees Retirement System of Ohio | 1,327 | $99.0K | 0.00% | +62+4.9% | Added |
| Rockbridge Investment Management, LCC | 1,442 | $107.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,586 | $118.0K | 0.00% | −54,730−97.2% | Reduced |
| Captrust Financial Advisors | 2,154 | $161.0K | 0.00% | −379−15.0% | Reduced |
| Zullo Investment Group, Inc. | 2,394 | $178.0K | 0.09% | +2,394 | New |
| Guggenheim Capital LLC | 2,724 | $203.0K | 0.00% | −2,158−44.2% | Reduced |
| Centiva Capital, LP | 2,758 | $205.0K | 0.01% | −636−18.7% | Reduced |
| ExodusPoint Capital Management, LP | 2,860 | $213.0K | 0.00% | −12,422−81.3% | Reduced |
| Sciencast Management LP | 2,802 | $215.0K | 0.04% | +2,802 | New |
| Mackenzie Financial Corp | 2,900 | $216.0K | 0.00% | −233−7.4% | Reduced |
| Hilton Capital Management, LLC | 2,977 | $222.0K | 0.02% | +2,977 | New |
| Cim Investment Mangement Inc | 3,119 | $232.0K | 0.07% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 3,021 | $232.0K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,166 | $236.0K | 0.00% | +3,166 | New |
| CWM Advisors, LLC | 3,337 | $249.0K | 0.03% | −161−4.6% | Reduced |
| James Investment Research Inc | 3,400 | $253.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 3,400 | $253.0K | 0.00% | +1,100+47.8% | Added |
| Shelton Capital Management | 3,471 | $259.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,492 | $260.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,883 | $289.0K | 0.00% | −200−4.9% | Reduced |
| MidWestOne Financial Group, Inc. | 4,000 | $298.0K | 0.06% | 00.0% | Unchanged |
| Harbor Advisors LLC | 4,058 | $302.0K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,135 | $307.0K | 0.00% | +484+13.3% | Added |
| Geneos Wealth Management Inc. | 4,208 | $313.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,232 | $315.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,310 | $321.0K | 0.02% | −4,350−50.2% | Reduced |
| Trust Co of Vermont | 4,431 | $330.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,598 | $342.0K | 0.04% | −8,622−65.2% | Reduced |
| Peoples Financial Services Corp. | 4,600 | $343.0K | 0.13% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,650 | $346.0K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,806 | $358.0K | 0.04% | +918+23.6% | Added |
| Ameritas Investment Partners, Inc. | 4,830 | $359.0K | 0.01% | −5,890−54.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,872 | $363.0K | 0.01% | −9,067−65.0% | Reduced |
| Diversified Trust Co | 5,050 | $376.0K | 0.01% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 5,189 | $386.0K | 0.23% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,180 | $386.0K | 0.01% | +410+8.6% | Added |
| Citizens & Northern Corp | 5,216 | $388.0K | 0.14% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 5,450 | $405.9K | 0.31% | +5,450 | New |
| Profund Advisors LLC | 5,525 | $412.0K | 0.01% | +22+0.4% | Added |
| Lipe & Dalton | 5,617 | $418.0K | 0.20% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 6,078 | $452.0K | 0.30% | +6,078 | New |
| Los Angeles Capital Management LLC | 6,085 | $453.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 6,166 | $459.0K | 0.00% | +932+17.8% | Added |
| Balyasny Asset Management LLC | 6,501 | $484.0K | 0.00% | +6,501 | New |
| Minerva Advisors LLC | 6,618 | $493.0K | 0.30% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6,748 | $503.0K | 0.00% | −208−3.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $509.0K | 0.20% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,847 | $510.0K | 0.00% | +1,542+29.1% | Added |
| AlphaCrest Capital Management LLC | 6,910 | $515.0K | 0.02% | −119−1.7% | Reduced |
| Leisure Capital Management | 7,000 | $521.0K | 0.24% | 00.0% | Unchanged |