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 2026
Institutional positions in Community Financial System, Inc. as of Jun 30, 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
- 280
- +18 vs. Q1 2026
- Shares held
- 41.0M
- +1.09M (+2.7%) vs. Q1 2026
- Total value
- $2.75B
- +$410.7M (+17.5%) vs. Q1 2026
- New holders
- 43
- 105 more added
- Sold out
- 25
- 78 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $68 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $134 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $137 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $201 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $201 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 4 | $268 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $470 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $537 | 0.00% | +4+100.0% | Added |
| Ankerstar Wealth, LLC | 9 | $608 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10 | $671 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $672 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 10 | $672 | 0.00% | +1+11.1% | Added |
| Horizon Financial Services, LLC | 11 | $738 | 0.00% | +11 | New |
| Signature Equity Partners, LLC | 14 | $940 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $1.14K | 0.00% | +10+142.9% | Added |
| Private Wealth Management Group, LLC | 18 | $1.21K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 19 | $1.27K | 0.00% | +19 | New |
| Parallel Advisors, LLC | 21 | $1.41K | 0.00% | −14−40.0% | Reduced |
| Essential Partners LLC | 23 | $1.54K | 0.00% | +12+109.1% | Added |
| Clearstead Advisors, LLC | 24 | $1.61K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 29 | $1.95K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 34 | $2.08K | 0.00% | +34 | New |
| High Note Wealth, LLC | 36 | $2.42K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 40 | $2.69K | 0.00% | +5+14.3% | Added |
| Fortitude Family Office, LLC | 41 | $2.75K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $2.83K | 0.00% | +10+31.3% | Added |
| Osbon Capital Management LLC | 50 | $3.36K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $3.36K | 0.00% | +50 | New |
| Basecamp Wealth Advisors LLC | 54 | $3.62K | 0.00% | +11+25.6% | Added |
| Fulcrum Asset Management LLP | 64 | $4.28K | 0.00% | +64 | New |
| Keating Financial Advisory Services, Inc. | 69 | $4.63K | 0.00% | −2−2.8% | Reduced |
| CVA Family Office, LLC | 73 | $4.90K | 0.00% | +9+14.1% | Added |
| Larson Financial Group LLC | 74 | $4.97K | 0.00% | +6+8.8% | Added |
| St Germain D J Co Inc | 78 | $5.24K | 0.00% | −339−81.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 91 | $6.11K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 96 | $6.44K | 0.00% | +64+200.0% | Added |
| Rothschild Investment LLC | 99 | $6.64K | 0.00% | +8+8.8% | Added |
| Silver Grove Financial Group, Inc. | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 103 | $6.91K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 129 | $8.66K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 146 | $9.85K | 0.00% | +138+1,725.0% | Added |
| Private Trust Co NA | 150 | $10.1K | 0.00% | −150−50.0% | Reduced |
| Accent Capital Management, LLC | 165 | $11.1K | 0.00% | +165 | New |
| Allworth Financial LP | 173 | $11.6K | 0.00% | +109+170.3% | Added |
| Transamerica Financial Advisors, Inc. | 194 | $13.1K | 0.00% | −9−4.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 217 | $14.6K | 0.00% | +49+29.2% | Added |
| Smithfield Trust Co | 270 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 271 | $18.2K | 0.00% | +107+65.2% | Added |
| Bessemer Group Inc | 314 | $21.0K | 0.00% | −80−20.3% | Reduced |
| Kemnay Advisory Services Inc. | 367 | $24.6K | 0.00% | +21+6.1% | Added |
| SJS Investment Consulting Inc. | 376 | $25.2K | 0.00% | +368+4,600.0% | Added |
| Harbour Investments, Inc. | 385 | $25.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 412 | $28.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 495 | $33.2K | 0.00% | +495 | New |
| Versant Capital Management, Inc | 516 | $34.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 519 | $34.8K | 0.00% | −270−34.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 520 | $34.9K | 0.00% | +520 | New |
| GAMMA Investing LLC | 541 | $36.3K | 0.00% | +150+38.4% | Added |
| Smartleaf Asset Management LLC | 564 | $37.7K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 563 | $37.8K | 0.00% | +563 | New |
| Covestor Ltd | 581 | $39.0K | 0.02% | −287−33.1% | Reduced |
| Ogorek Anthony Joseph | 583 | $39.0K | 0.01% | +4+0.7% | Added |
| IFP Advisors, Inc | 627 | $42.1K | 0.00% | +103+19.7% | Added |
| Los Angeles Capital Management LLC | 639 | $42.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 658 | $44.2K | 0.00% | +39+6.3% | Added |
| SRS Capital Advisors, Inc. | 660 | $44.3K | 0.00% | +534+423.8% | Added |
| Center for Financial Planning, Inc. | 780 | $52.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 800 | $53.7K | 0.00% | −114−12.5% | Reduced |
| Rockefeller Capital Management L.P. | 824 | $55.3K | 0.00% | −26−3.1% | Reduced |
| US Bancorp | 929 | $62.4K | 0.00% | −121−11.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 975 | $65.4K | 0.01% | +7+0.7% | Added |
| Geneos Wealth Management Inc. | 1,000 | $67.1K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,032 | $69.3K | 0.00% | +10+1.0% | Added |
| STRS Ohio | 1,100 | $73.8K | 0.00% | +900+450.0% | Added |
| NBT Bank N A | 1,202 | $80.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 1,218 | $81.7K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,267 | $85.0K | 0.00% | +385+43.7% | Added |
| Community Financial Services Group, LLC | 1,389 | $95.1K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,668 | $112.0K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 1,743 | $116.5K | 0.00% | +1,743 | New |
| Northwestern Mutual Wealth Management Co | 1,845 | $123.8K | 0.00% | +41+2.3% | Added |
| CIBC Bancorp USA Inc. | 2,990 | $200.7K | 0.00% | +2,990 | New |
| Wealthcare Capital Partners, LLC | 2,998 | $201.2K | 0.08% | +2,998 | New |
| Marshall & Sterling Wealth Advisors Inc. | 3,000 | $201.4K | 0.12% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 3,008 | $201.9K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,045 | $204.4K | 0.00% | −2,555−45.6% | Reduced |
| DRW Securities, LLC | 3,058 | $205.3K | 0.01% | +3,058 | New |
| Citizens & Northern Corp | 3,083 | $206.9K | 0.05% | +3,083 | New |
| Farther Finance Advisors, LLC | 3,088 | $207.2K | 0.00% | +520+20.2% | Added |
| Crossmark Global Holdings, Inc. | 3,174 | $213.0K | 0.00% | +3,174 | New |
| CIBC Asset Management Inc | 3,175 | $213.1K | 0.00% | −297−8.6% | Reduced |
| Rockbridge Investment Management, LCC | 3,180 | $213.4K | 0.02% | +3,180 | New |
| Axq Capital, LP | 3,220 | $216.1K | 0.02% | +3,220 | New |
| New Age Alpha Advisors, LLC | 3,416 | $229.3K | 0.01% | −1,390−28.9% | Reduced |
| Virginia Retirement Systems Et Al | 3,500 | $234.9K | 0.00% | +3,500 | New |
| Ascent Wealth Partners, LLC | 3,840 | $257.7K | 0.03% | +19+0.5% | Added |