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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 1,218 | $81.7K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 1,202 | $80.7K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 1,100 | $73.8K | 0.00% | +900+450.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,032 | $69.3K | 0.00% | +10+1.0% | Added |
| Geneos Wealth Management Inc. | 1,000 | $67.1K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 975 | $65.4K | 0.01% | +7+0.7% | Added |
| US Bancorp | 929 | $62.4K | 0.00% | −121−11.5% | Reduced |
| Rockefeller Capital Management L.P. | 824 | $55.3K | 0.00% | −26−3.1% | Reduced |
| Ronald Blue Trust, Inc. | 800 | $53.7K | 0.00% | −114−12.5% | Reduced |
| Center for Financial Planning, Inc. | 780 | $52.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 660 | $44.3K | 0.00% | +534+423.8% | Added |
| Public Employees Retirement System of Ohio | 658 | $44.2K | 0.00% | +39+6.3% | Added |
| Los Angeles Capital Management LLC | 639 | $42.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 627 | $42.1K | 0.00% | +103+19.7% | Added |
| Covestor Ltd | 581 | $39.0K | 0.02% | −287−33.1% | Reduced |
| Ogorek Anthony Joseph | 583 | $39.0K | 0.01% | +4+0.7% | Added |
| Nykredit A/S | 563 | $37.8K | 0.00% | +563 | New |
| Smartleaf Asset Management LLC | 564 | $37.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 541 | $36.3K | 0.00% | +150+38.4% | Added |
| Federation des caisses Desjardins du Quebec | 520 | $34.9K | 0.00% | +520 | New |
| EverSource Wealth Advisors, LLC | 519 | $34.8K | 0.00% | −270−34.2% | Reduced |
| Versant Capital Management, Inc | 516 | $34.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 495 | $33.2K | 0.00% | +495 | New |
| Salomon & Ludwin, LLC | 412 | $28.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 385 | $25.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 376 | $25.2K | 0.00% | +368+4,600.0% | Added |
| Kemnay Advisory Services Inc. | 367 | $24.6K | 0.00% | +21+6.1% | Added |
| Bessemer Group Inc | 314 | $21.0K | 0.00% | −80−20.3% | Reduced |
| Bare Financial Services, Inc | 271 | $18.2K | 0.00% | +107+65.2% | Added |
| Smithfield Trust Co | 270 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 217 | $14.6K | 0.00% | +49+29.2% | Added |
| Transamerica Financial Advisors, Inc. | 194 | $13.1K | 0.00% | −9−4.4% | Reduced |
| Allworth Financial LP | 173 | $11.6K | 0.00% | +109+170.3% | Added |
| Accent Capital Management, LLC | 165 | $11.1K | 0.00% | +165 | New |
| Private Trust Co NA | 150 | $10.1K | 0.00% | −150−50.0% | Reduced |
| Jones Financial Companies LLLP | 146 | $9.85K | 0.00% | +138+1,725.0% | Added |
| Umb Bank N A | 129 | $8.66K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 103 | $6.91K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 99 | $6.64K | 0.00% | +8+8.8% | Added |
| Dogwood Wealth Management LLC | 96 | $6.44K | 0.00% | +64+200.0% | Added |
| Steward Partners Investment Advisory, LLC | 91 | $6.11K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 78 | $5.24K | 0.00% | −339−81.3% | Reduced |
| Larson Financial Group LLC | 74 | $4.97K | 0.00% | +6+8.8% | Added |
| CVA Family Office, LLC | 73 | $4.90K | 0.00% | +9+14.1% | Added |
| Keating Financial Advisory Services, Inc. | 69 | $4.63K | 0.00% | −2−2.8% | Reduced |
| Fulcrum Asset Management LLP | 64 | $4.28K | 0.00% | +64 | New |
| Basecamp Wealth Advisors LLC | 54 | $3.62K | 0.00% | +11+25.6% | 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 |
| JFS Wealth Advisors, LLC | 42 | $2.83K | 0.00% | +10+31.3% | Added |
| Fortitude Family Office, LLC | 41 | $2.75K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 40 | $2.69K | 0.00% | +5+14.3% | Added |
| High Note Wealth, LLC | 36 | $2.42K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 34 | $2.08K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 29 | $1.95K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 24 | $1.61K | 0.00% | +24 | New |
| Essential Partners LLC | 23 | $1.54K | 0.00% | +12+109.1% | Added |
| Parallel Advisors, LLC | 21 | $1.41K | 0.00% | −14−40.0% | Reduced |
| Creative Capital Management Investments LLC | 19 | $1.27K | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 18 | $1.21K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $1.14K | 0.00% | +10+142.9% | Added |
| Signature Equity Partners, LLC | 14 | $940 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 11 | $738 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $672 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 10 | $672 | 0.00% | +1+11.1% | Added |
| Assetmark, Inc | 10 | $671 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 9 | $608 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $537 | 0.00% | +4+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $470 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $268 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $201 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $201 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $137 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $68 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −76,987−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −67,941−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −26,418−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −24,669−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,977−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −14,436−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −14,174−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −7,637−100.0% | Sold out |
| Pathway Financial Advisors LLC | 0 | $0 | 0.00% | −4,694−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,589−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −3,564−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −3,463−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |