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 2026
Institutional positions in Community Financial System, Inc. as of Mar 31, 2026. 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
- 265
- +9 vs. Q4 2025
- Shares held
- 40.0M
- +6.97M (+21.1%) vs. Q4 2025
- Total value
- $2.35B
- +$447.9M (+23.6%) vs. Q4 2025
- New holders
- 39
- 103 more added
- Sold out
- 30
- 71 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 1 | $59 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $59 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $117 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 3 | $176 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 4 | $235 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $235 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $410 | 0.00% | +1+16.7% | Added |
| Rialto Wealth Management, LLC | 7 | $411 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $454 | 0.00% | −57−87.7% | Reduced |
| SJS Investment Consulting Inc. | 8 | $470 | 0.00% | +3+60.0% | Added |
| Gilpin Wealth Management, LLC | 9 | $528 | 0.00% | +7+350.0% | Added |
| Ankerstar Wealth, LLC | 9 | $532 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $587 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10 | $587 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 11 | $645 | 0.00% | +1+10.0% | Added |
| Signature Equity Partners, LLC | 14 | $821 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.06K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $1.70K | 0.00% | −3−9.4% | Reduced |
| MAI Capital Management | 29 | $1.70K | 0.00% | +13+81.3% | Added |
| Dogwood Wealth Management LLC | 32 | $1.88K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 32 | $1.88K | 0.00% | −11−25.6% | Reduced |
| Retirement Wealth Solutions LLC | 35 | $2.05K | 0.00% | +13+59.1% | Added |
| Parallel Advisors, LLC | 35 | $2.05K | 0.00% | +35 | New |
| High Note Wealth, LLC | 36 | $2.11K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 41 | $2.40K | 0.00% | +22+115.8% | Added |
| Basecamp Wealth Advisors LLC | 43 | $2.52K | 0.00% | −43−50.0% | Reduced |
| Osbon Capital Management LLC | 50 | $2.93K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 57 | $3.41K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 64 | $3.75K | 0.00% | +32+100.0% | Added |
| CVA Family Office, LLC | 64 | $3.75K | 0.00% | +64 | New |
| Larson Financial Group LLC | 68 | $3.99K | 0.00% | +3+4.6% | Added |
| Keating Financial Advisory Services, Inc. | 71 | $4.16K | 0.00% | +50+238.1% | Added |
| Quadrant Capital Group LLC | 80 | $4.69K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $5.28K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 91 | $5.34K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $5.34K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 100 | $5.87K | 0.00% | +100 | New |
| Twin Peaks Wealth Advisors, LLC | 101 | $5.92K | 0.00% | +101 | New |
| Parkside Financial Bank & Trust | 103 | $6.04K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 126 | $7.39K | 0.00% | +24+23.5% | Added |
| Umb Bank N A | 129 | $7.57K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 164 | $9.62K | 0.00% | +21+14.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 168 | $9.85K | 0.00% | +115+217.0% | Added |
| STRS Ohio | 200 | $11.7K | 0.00% | −500−71.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 203 | $12.0K | 0.00% | +64+46.0% | Added |
| Advisory Services Network, LLC | 249 | $14.6K | 0.00% | +249 | New |
| Root Financial Partners, LLC | 269 | $15.8K | 0.00% | +101+60.1% | Added |
| Smithfield Trust Co | 270 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $17.6K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 346 | $20.3K | 0.00% | +346 | New |
| Harbour Investments, Inc. | 385 | $22.6K | 0.00% | +385 | New |
| Nomura Asset Management Co Ltd | 390 | $22.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 391 | $22.9K | 0.00% | +40+11.4% | Added |
| Bessemer Group Inc | 394 | $23.0K | 0.00% | +80+25.5% | Added |
| St Germain D J Co Inc | 417 | $24.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 412 | $24.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 516 | $30.3K | 0.00% | +16+3.2% | Added |
| IFP Advisors, Inc | 524 | $30.7K | 0.00% | +2+0.4% | Added |
| Smartleaf Asset Management LLC | 564 | $32.5K | 0.00% | −900−61.5% | Reduced |
| Ogorek Anthony Joseph | 579 | $33.0K | 0.01% | +5+0.9% | Added |
| Public Employees Retirement System of Ohio | 619 | $36.3K | 0.00% | +33+5.6% | Added |
| Los Angeles Capital Management LLC | 639 | $37.5K | 0.00% | −299−31.9% | Reduced |
| Center for Financial Planning, Inc. | 780 | $45.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 787 | $46.2K | 0.00% | +787 | New |
| EverSource Wealth Advisors, LLC | 789 | $46.3K | 0.00% | +13+1.7% | Added |
| Rockefeller Capital Management L.P. | 850 | $49.9K | 0.00% | +315+58.9% | Added |
| Covestor Ltd | 868 | $51.0K | 0.04% | −623−41.8% | Reduced |
| Hantz Financial Services, Inc. | 882 | $52.0K | 0.00% | +454+106.1% | Added |
| Ronald Blue Trust, Inc. | 914 | $53.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 968 | $56.8K | 0.01% | +8+0.8% | Added |
| Geneos Wealth Management Inc. | 1,000 | $58.6K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,022 | $59.9K | 0.00% | +257+33.6% | Added |
| CWM, LLC | 1,047 | $61.4K | 0.00% | +70+7.2% | Added |
| US Bancorp | 1,050 | $61.6K | 0.00% | −108−9.3% | Reduced |
| NBT Bank N A | 1,202 | $70.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1,218 | $71.4K | 0.02% | −4−0.3% | Reduced |
| Community Financial Services Group, LLC | 1,389 | $82.5K | 0.01% | +1,389 | New |
| KBC Group NV | 1,668 | $98.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,804 | $105.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,568 | $152.5K | 0.00% | +476+22.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,000 | $175.9K | 0.12% | −150−4.8% | Reduced |
| Ensign Peak Advisors, Inc | 3,008 | $176.4K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 3,463 | $203.1K | 0.00% | −96−2.7% | Reduced |
| CIBC Asset Management Inc | 3,472 | $203.6K | 0.00% | −67−1.9% | Reduced |
| Swiss Life Asset Management Ltd | 3,564 | $209.0K | 0.00% | +3,564 | New |
| Marshall Wace, LLP | 3,688 | $216.3K | 0.00% | +3,688 | New |
| JustInvest LLC | 3,744 | $219.6K | 0.00% | +3,744 | New |
| Stone House Investment Management, LLC | 3,808 | $223.3K | 0.04% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 3,821 | $224.1K | 0.03% | +3,821 | New |
| Operose Advisors LLC | 3,925 | $230.2K | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 4,000 | $234.6K | 0.01% | +4,000 | New |
| Melfa Wealth Management, LLC | 4,040 | $236.9K | 0.14% | 00.0% | Unchanged |
| Lawood & Co | 4,088 | $239.8K | 0.22% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,123 | $241.8K | 0.01% | +1,525+58.7% | Added |
| RIA Advisory Group LLC | 4,186 | $245.5K | 0.06% | +4,186 | New |
| Profund Advisors LLC | 4,243 | $248.9K | 0.01% | −1,816−30.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,426 | $259.6K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,528 | $265.6K | 0.03% | +4,528 | New |