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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.

Q1 2026 vs. Q4 2025

How the institutions holding Community Financial System, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of CBU: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2648265+9
Shares40.0M7.02M40.0M+6.97M (+21.1%)
Value$2.30B$403.0M$2.35B+$447.9M (+23.6%)

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held Community Financial System, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to CBU in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC3,525,760$206.8M0.01%
Vanguard Capital Management LLC2,374,139$139.2M0.00%
Vanguard Fiduciary Trust Co345,637$20.3M0.01%
Two Sigma Investments, LP96,365$5.65M0.00%
ExodusPoint Capital Management, LP76,987$4.52M0.04%
Toroso Investments, LLC48,470$2.84M0.01%
Vanguard Asset Management, Ltd46,337$2.72M0.00%
Canandaigua National Corp26,405$1.55M0.14%
Vanguard Global Advisers, LLC21,097$1.24M0.00%
Cerity Partners LLC16,877$989.9K0.00%
Mangrove Partners14,436$846.7K0.07%
Vanguard Investments Australia, Ltd.12,320$722.6K0.00%
Natixis Advisors, L.P.11,438$671.0K0.00%
Change Path, LLC7,637$447.9K0.01%
Freestone Grove Partners LP7,412$434.7K0.00%
Bouchey Financial Group Ltd5,246$330.3K0.02%
State of Wisconsin Investment Board5,202$305.1K0.00%
Capstone Investment Advisors, LLC4,589$269.1K0.00%
Two Sigma Securities, LLC4,528$265.6K0.03%
RIA Advisory Group LLC4,186$245.5K0.06%
Nicolet Bankshares Inc4,000$234.6K0.01%
Ascent Wealth Partners, LLC3,821$224.1K0.03%
JustInvest LLC3,744$219.6K0.00%
Marshall Wace, LLP3,688$216.3K0.00%
Swiss Life Asset Management Ltd3,564$209.0K0.00%
Community Financial Services Group, LLC1,389$82.5K0.01%
Simplex Trading, LLC787$46.2K0.00%
Harbour Investments, Inc.385$22.6K0.00%
Kemnay Advisory Services Inc.346$20.3K0.00%
Advisory Services Network, LLC249$14.6K0.00%
Twin Peaks Wealth Advisors, LLC101$5.92K0.00%
Silver Grove Financial Group, Inc.100$5.87K0.00%
CVA Family Office, LLC64$3.75K0.00%
Parallel Advisors, LLC35$2.05K0.00%
Dogwood Wealth Management LLC32$1.88K0.00%
Vermillion Wealth Management, Inc.3$1760.00%
Caitong International Asset Management Co., Ltd2$1170.00%
Raffa Wealth Management, LLC1$590.00%
Curio Wealth, LLC1$590.00%

Sold out (30)

Institutions that held Community Financial System, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (8)

Institutions that held Community Financial System, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBU in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc6,275,222$360.4M
Norges Bank678,844$39.0M
Canandaigua National Bank & Trust Co28,530$1.64M
Comerica Bank16,352$939.3K
Trust Co of Vermont10,184$585.0K
MidWestOne Financial Group, Inc.4,000$229.8K
CIBC World Markets Corp3,504$201.3K
CIBC Private Wealth Group, LLC12$689