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 |
|---|---|---|---|---|---|
| FMR LLC | 827 | $62.0K | 0.00% | +92+12.5% | Added |
| Center for Financial Planning, Inc. | 780 | $58.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 708 | $53.0K | 0.00% | +708 | New |
| Versant Capital Management, Inc | 576 | $43.0K | 0.01% | +104+22.0% | Added |
| Brown, Lisle/Cummings, Inc. | 520 | $38.7K | 0.02% | +520 | 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 |
| Lazard Asset Management LLC | 397 | $29.0K | 0.00% | +397 | New |
| Fortitude Advisory Group L.L.C. | 356 | $27.0K | 0.01% | +356 | New |
| Washington Trust Co | 350 | $26.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 320 | $24.0K | 0.03% | +320 | New |
| Strategic Asset Management, LLC | 300 | $22.0K | 0.03% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 283 | $21.0K | 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 |
| Central Trust Co | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fieldpoint Private Securities, LLC | 205 | $15.0K | 0.00% | −70−25.5% | Reduced |
| Confluence Wealth Services, Inc. | 211 | $15.0K | 0.00% | +211 | New |
| Parallel Advisors, LLC | 189 | $14.0K | 0.00% | −2−1.0% | Reduced |
| Private Capital Group, LLC | 191 | $14.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 171 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 160 | $12.0K | 0.00% | +3+1.9% | Added |
| Hantz Financial Services, Inc. | 117 | $9.00K | 0.00% | −79−40.3% | Reduced |
| Sageworth Trust Co of South Dakota | 111 | $8.00K | 0.01% | +111 | New |
| 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 |
| Tarbox Family Office, Inc. | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 56 | $4.00K | 0.00% | +56 | New |
| Sageworth Trust Co | 34 | $3.00K | 0.00% | −116−77.3% | Reduced |
| AllSquare Wealth Management LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Manchester Capital Management LLC | 4 | $0 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Jefferies Group LLC | 0 | $0 | 0.00% | −39,500−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −20,037−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −20,026−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −14,588−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,958−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,838−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −8,494−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,172−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,218−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −2,359−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −1,668−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −872−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |