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, Q1 2024
Institutional positions in Community Financial System, Inc. as of Mar 31, 2024. 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
- 235
- −9 vs. Q4 2023
- Shares held
- 38.1M
- −1.21M (−3.1%) vs. Q4 2023
- Total value
- $1.83B
- −$218.8M (−10.7%) vs. Q4 2023
- New holders
- 19
- 80 more added
- Sold out
- 28
- 91 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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, Q1 2024
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 310 | $15.0K | 0.00% | +97+45.5% | Added |
| Stone House Investment Management, LLC | 305 | $14.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $14.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 292 | $14.0K | 0.00% | +86+41.7% | Added |
| Smithfield Trust Co | 270 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 239 | $11.5K | 0.00% | +23+10.6% | Added |
| CWM, LLC | 230 | $11.0K | 0.00% | −38−14.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 218 | $10.0K | 0.00% | +2+0.9% | Added |
| Covestor Ltd | 179 | $9.00K | 0.01% | −457−71.9% | Reduced |
| Central Trust Co | 185 | $8.89K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 147 | $7.00K | 0.00% | +44+42.7% | Added |
| EverSource Wealth Advisors, LLC | 125 | $5.40K | 0.00% | +67+115.5% | Added |
| Quadrant Capital Group LLC | 109 | $5.24K | 0.00% | +29+36.3% | Added |
| Steward Partners Investment Advisory, LLC | 91 | $4.37K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $4.32K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 84 | $4.04K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 78 | $4.00K | 0.00% | −12,625−99.4% | Reduced |
| LGT Financial Advisors LLC | 71 | $3.41K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 54 | $3.00K | 0.00% | −17−23.9% | Reduced |
| GAMMA Investing LLC | 43 | $2.06K | 0.00% | +43 | New |
| Farmers & Merchants Investments Inc | 38 | $1.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $1.01K | 0.00% | +17+425.0% | Added |
| Umb Bank N A | 20 | $961 | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 20 | $945 | 0.00% | −5−20.0% | Reduced |
| Private Wealth Management Group, LLC | 18 | $865 | 0.00% | +18 | New |
| Manchester Capital Management LLC | 16 | $769 | 0.00% | −12−42.9% | Reduced |
| Parkside Financial Bank & Trust | 16 | $769 | 0.00% | −2−11.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $528 | 0.00% | +11 | New |
| Hexagon Capital Partners LLC | 11 | $528 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 9 | $433 | 0.00% | +4+80.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $241 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $240 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1 | $51 | 0.00% | −3−75.0% | Reduced |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −960,534−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −36,873−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −31,816−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −26,575−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −14,014−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −13,222−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,258−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −6,645−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,160−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −5,722−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,683−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,146−100.0% | Sold out |
| Citizens & Northern Corp | 0 | $0 | 0.00% | −4,376−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −4,101−100.0% | Sold out |
| Harbor Advisors LLC | 0 | $0 | 0.00% | −4,058−100.0% | Sold out |
| Steele Capital Management, Inc. | 0 | $0 | 0.00% | −4,027−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| One Day In July LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −3,995−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −3,976−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −3,962−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,158−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |