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, Q2 2022
Institutional positions in Community Financial System, Inc. as of Jun 30, 2022. 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
- 240
- +1 vs. Q1 2022
- Shares held
- 37.8M
- +278.0K (+0.7%) vs. Q1 2022
- Total value
- $2.41B
- −$231.7M (−8.8%) vs. Q1 2022
- New holders
- 23
- 75 more added
- Sold out
- 22
- 84 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 17 | $1.00K | 0.00% | −10−37.0% | Reduced |
| Disciplined Investments, LLC | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| Sageworth Trust Co of South Dakota | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $1.00K | 0.00% | +12+150.0% | Added |
| Manchester Capital Management LLC | 10 | $1.00K | 0.00% | +6+150.0% | Added |
| Bell Investment Advisors, Inc | 8 | $1.00K | 0.00% | +8 | New |
| Steward Financial Group LLC | 24 | $1.00K | 0.00% | +24 | New |
| Proequities, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $3.00K | 0.00% | −49−52.7% | Reduced |
| Global Retirement Partners, LLC | 42 | $3.00K | 0.00% | +26+162.5% | Added |
| Massmutual Trust Co FSB | 41 | $3.00K | 0.00% | +34+485.7% | Added |
| Quadrant Capital Group LLC | 80 | $5.00K | 0.00% | −72−47.4% | Reduced |
| Meeder Asset Management Inc | 72 | $5.00K | 0.00% | +52+260.0% | Added |
| Hantz Financial Services, Inc. | 99 | $6.00K | 0.00% | −18−15.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 110 | $7.00K | 0.00% | −90−45.0% | Reduced |
| Parallel Advisors, LLC | 130 | $8.00K | 0.00% | −59−31.2% | Reduced |
| Parkside Financial Bank & Trust | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 123 | $8.00K | 0.00% | +24+24.2% | Added |
| Hazlett, Burt & Watson, Inc. | 150 | $9.00K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 171 | $11.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 185 | $12.0K | 0.00% | −45−19.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 192 | $12.0K | 0.00% | −30−13.5% | Reduced |
| Private Capital Group, LLC | 181 | $12.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 250 | $15.0K | 0.00% | +147+142.7% | Added |
| Clean Yield Group | 246 | $16.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 300 | $19.0K | 0.01% | +300 | New |
| Strategic Asset Management, LLC | 300 | $19.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 311 | $20.0K | 0.00% | +311 | New |
| Nomura Asset Management Co Ltd | 390 | $24.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 229 | $27.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 475 | $30.0K | 0.01% | −64−11.9% | Reduced |
| Eagle Bay Advisors LLC | 500 | $31.6K | 0.02% | +500 | New |
| Ogorek Anthony Joseph | 510 | $32.0K | 0.01% | +3+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 526 | $33.3K | 0.02% | +4+0.8% | Added |
| Covestor Ltd | 582 | $37.0K | 0.03% | −3−0.5% | Reduced |
| Cambridge Trust Co | 694 | $44.0K | 0.00% | +694 | New |
| AdvisorNet Financial, Inc | 708 | $45.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 780 | $49.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 800 | $51.0K | 0.02% | +800 | New |
| M&R Capital Management Inc | 1,000 | $63.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 1,179 | $75.0K | 0.00% | −49−4.0% | Reduced |
| Sutton Wealth Advisors Inc. | 1,195 | $75.6K | 0.03% | −5−0.4% | Reduced |
| Van Eck Associates Corp | 1,366 | $86.0K | 0.00% | +1,366 | New |
| Rockbridge Investment Management, LCC | 1,442 | $91.3K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,453 | $91.9K | 0.00% | +82+6.0% | Added |
| Public Employees Retirement System of Ohio | 1,452 | $92.0K | 0.00% | +48+3.4% | Added |
| Point72 Hong Kong Ltd | 1,644 | $104.0K | 0.01% | +1,644 | New |
| Zullo Investment Group, Inc. | 2,394 | $151.0K | 0.09% | 00.0% | Unchanged |
| US Asset Management LLC | 2,412 | $153.0K | 0.17% | +53+2.2% | Added |
| Captrust Financial Advisors | 2,965 | $189.0K | 0.00% | −128−4.1% | Reduced |
| Ethic Inc. | 3,167 | $200.0K | 0.01% | +3,167 | New |
| Metropolitan Life Insurance Co | 3,191 | $201.9K | 0.01% | −178−5.3% | Reduced |
| UBS Group AG | 3,229 | $204.0K | 0.00% | −47,162−93.6% | Reduced |
| Hilton Capital Management, LLC | 3,254 | $206.0K | 0.03% | +3,254 | New |
| CWM Advisors, LLC | 3,337 | $211.0K | 0.03% | −41−1.2% | Reduced |
| Shelton Capital Management | 3,471 | $220.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,492 | $221.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,590 | $227.0K | 0.00% | +1,800+100.6% | Added |
| Mackenzie Financial Corp | 3,730 | $236.0K | 0.00% | +702+23.2% | Added |
| CIBC Asset Management Inc | 3,766 | $238.0K | 0.00% | −117−3.0% | Reduced |
| Macquarie Group Ltd | 3,780 | $240.0K | 0.00% | −2,321−38.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,790 | $240.0K | 0.01% | +2,678+240.8% | Added |
| STRS Ohio | 4,000 | $253.0K | 0.00% | −200−4.8% | Reduced |
| MidWestOne Financial Group, Inc. | 4,000 | $253.0K | 0.06% | 00.0% | Unchanged |
| One Day In July LLC | 4,000 | $253.0K | 0.06% | +4,000 | New |
| Harbor Advisors LLC | 4,058 | $257.0K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,105 | $259.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,254 | $269.0K | 0.00% | +9+0.2% | Added |
| KBC Group NV | 4,401 | $278.0K | 0.00% | +4,401 | New |
| Profund Advisors LLC | 4,553 | $288.0K | 0.02% | −1,535−25.2% | Reduced |
| Peoples Financial Services Corp. | 4,600 | $291.0K | 0.14% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,640 | $293.0K | 0.01% | −410−8.1% | Reduced |
| Gyon Technologies Capital Management, LP | 4,629 | $293.0K | 0.08% | +4,629 | New |
| Howland Capital Management LLC | 4,650 | $296.0K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,970 | $314.0K | 0.01% | +4,970 | New |
| Hennion & Walsh Asset Management, Inc. | 4,976 | $315.0K | 0.02% | +436+9.6% | Added |
| Carl P. Sherr & Co., LLC | 5,189 | $328.0K | 0.25% | 00.0% | Unchanged |
| Citizens & Northern Corp | 5,216 | $330.0K | 0.14% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,353 | $338.0K | 0.03% | +5,353 | New |
| James Investment Research Inc | 5,412 | $342.0K | 0.05% | +2,003+58.8% | Added |
| Socha Financial Group, LLC | 5,450 | $344.9K | 0.35% | 00.0% | Unchanged |
| Diversified Trust Co | 5,475 | $346.0K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 5,617 | $355.0K | 0.21% | 00.0% | Unchanged |
| Creative Planning | 5,640 | $357.0K | 0.00% | +98+1.8% | Added |
| Everence Capital Management Inc | 5,920 | $375.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,964 | $377.0K | 0.00% | +52+0.9% | Added |
| Los Angeles Capital Management LLC | 6,104 | $386.0K | 0.00% | −159−2.5% | Reduced |
| SEI Investments Co | 6,213 | $393.0K | 0.00% | +6,213 | New |
| Trust Co of Vermont | 6,377 | $404.0K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,468 | $409.0K | 0.00% | −129−2.0% | Reduced |
| Minerva Advisors LLC | 6,618 | $419.0K | 0.30% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $432.0K | 0.19% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,847 | $433.0K | 0.00% | 00.0% | Unchanged |
| Burns J W & Co Inc | 7,407 | $469.0K | 0.09% | +30.0% | Added |
| American Century Companies Inc | 7,547 | $478.0K | 0.00% | +404+5.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,631 | $483.0K | 0.00% | +12+0.2% | Added |