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 |
|---|---|---|---|---|---|
| Cambridge Trust Co | 694 | $44.0K | 0.00% | +694 | New |
| Covestor Ltd | 582 | $37.0K | 0.03% | −3−0.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 526 | $33.3K | 0.02% | +4+0.8% | Added |
| Ogorek Anthony Joseph | 510 | $32.0K | 0.01% | +3+0.6% | Added |
| Eagle Bay Advisors LLC | 500 | $31.6K | 0.02% | +500 | New |
| Versant Capital Management, Inc | 475 | $30.0K | 0.01% | −64−11.9% | Reduced |
| IFP Advisors, Inc | 229 | $27.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $24.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 311 | $20.0K | 0.00% | +311 | New |
| Strategic Asset Management, LLC | 300 | $19.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 300 | $19.0K | 0.01% | +300 | New |
| Smithfield Trust Co | 270 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 246 | $16.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 250 | $15.0K | 0.00% | +147+142.7% | Added |
| 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 |
| Valley National Advisers Inc | 171 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $9.00K | 0.01% | 00.0% | Unchanged |
| 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 |
| Fieldpoint Private Securities, LLC | 110 | $7.00K | 0.00% | −90−45.0% | Reduced |
| 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 |
| 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 |
| 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 |
| Proequities, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −37,481−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −18,291−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −10,752−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,611−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,309−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −3,944−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,389−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,386−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,145−100.0% | Sold out |
| Bouchey Financial Group Ltd | 0 | $0 | 0.00% | −3,107−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,082−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,068−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −356−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |