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 2022
Institutional positions in Community Financial System, Inc. as of Sep 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
- 249
- +12 vs. Q2 2022
- Shares held
- 39.1M
- +1.26M (+3.3%) vs. Q2 2022
- Total value
- $2.35B
- −$58.7M (−2.4%) vs. Q2 2022
- New holders
- 27
- 92 more added
- Sold out
- 15
- 72 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 1,501 | $90.0K | 0.00% | +135+9.9% | Added |
| American Portfolios Advisors | 1,452 | $87.2K | 0.00% | −1−0.1% | Reduced |
| US Bancorp | 1,291 | $77.0K | 0.00% | +112+9.5% | Added |
| Sutton Wealth Advisors Inc. | 1,204 | $72.3K | 0.03% | +9+0.8% | Added |
| Abound Wealth Management | 1,133 | $68.1K | 0.04% | +1,133 | New |
| M&R Capital Management Inc | 1,000 | $60.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 547 | $55.0K | 0.00% | −3,233−85.5% | Reduced |
| Center for Financial Planning, Inc. | 780 | $47.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 708 | $43.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 581 | $35.0K | 0.03% | −1−0.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 529 | $31.8K | 0.02% | +3+0.6% | Added |
| Ogorek Anthony Joseph | 513 | $30.0K | 0.01% | +3+0.6% | Added |
| Eagle Bay Advisors LLC | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 500 | $30.0K | 0.01% | +25+5.3% | Added |
| Wipfli Financial Advisors LLC, | 485 | $29.0K | 0.00% | +485 | New |
| IFP Advisors, Inc | 230 | $27.0K | 0.00% | +1+0.4% | Added |
| Rise Advisors, LLC | 433 | $26.0K | 0.02% | +433 | New |
| Nomura Asset Management Co Ltd | 390 | $23.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 375 | $23.0K | 0.00% | +375 | New |
| Private Trust Co NA | 311 | $19.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $18.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $16.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 270 | $16.0K | 0.00% | +190+237.5% | Added |
| Clean Yield Group | 246 | $15.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 245 | $15.0K | 0.00% | +122+99.2% | Added |
| Central Trust Co | 185 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $9.00K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 146 | $9.00K | 0.00% | +15+11.5% | Added |
| Parallel Advisors, LLC | 140 | $8.00K | 0.00% | +10+7.7% | Added |
| Valley National Advisers Inc | 85 | $5.00K | 0.00% | −86−50.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 71 | $4.00K | 0.00% | −28−28.3% | Reduced |
| Meeder Asset Management Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 47 | $3.00K | 0.00% | +5+11.9% | Added |
| Massmutual Trust Co FSB | 35 | $2.00K | 0.00% | −6−14.6% | Reduced |
| Proequities, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 32 | $2.00K | 0.00% | +12+60.0% | Added |
| Farmers & Merchants Investments Inc | 36 | $2.00K | 0.00% | +36 | New |
| Ellevest, Inc. | 38 | $2.00K | 0.00% | +38 | New |
| JFS Wealth Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5 | $0 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Hexagon Capital Partners LLC | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 7 | $0 | 0.00% | +7 | New |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −49,905−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −42,381−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −23,121−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,846−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,629−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −3,254−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,965−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −1,442−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| US Asset Management LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |