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CBU

CBU

Community Financial System, Inc.• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
78
Partial Q3 2026
Total 13F value
$82.1M
Filed positions so far
New positions
6
This quarter
Sold positions
5
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Deprince Race & Zollo Inc

$18.7M313.9K0.33%-14.7%

Principal Financial Group Inc

$15M252.3K0.01%-0.9%

Proshare Advisors Llc

$9.2M153.7K0.01%+1915.3%

Waldron Private Wealth Llc

$7.3M122.1K0.25%Unchanged

New York State Teachers Retirement System

$4.4M74.4K0.01%-1.8%

Sterling Capital Management Llc

$3.9M66.1K0.08%-2.9%

Wealth Enhancement Advisory Services, Llc

$2.7M46.4K0.00%-7.4%

Canandaigua National Bank & Trust Co

$1.6M26.1K0.13%Unchanged

Louisiana State Employees Retirement System

$1.3M22.4K0.02%-4.3%

Moody National Bank Trust Division

$1.3M22.2K0.11%+8.2%

Ausbil Investment Management Ltd

$1.2M20.5K0.61%-50.3%

Commonwealth Equity Services, Llc

$1.1M19.1K0.00%-5.3%

Alliance Wealth Advisors, Llc

$1.1M19.0K0.36%-3.7%

Atria Investments, Inc

$990K16.6K0.01%-0.7%

Amalgamated Bank

$814K13.7K0.01%-3.4%

Yousif Capital Management, Llc

$792K13.3K0.01%-5.6%

Truist Financial Corp

$740K12.4K0.00%-0.0%

Oregon Public Employees Retirement Fund

$705K11.8K0.01%-0.8%

Fulton Bank, N.A.

$702K11.8K0.02%-0.2%

State Of Alaska, Department Of Revenue

$648K10.9K0.01%-44.3%

Inspire Investing, Llc

$639K10.7K0.03%+5.5%

Trust Co Of Vermont

$615K10.3K0.01%-3.3%

Hanson & Doremus Investment Management

$503K8.4K0.05%Unchanged

Park Avenue Securities Llc

$383K6.4K0.00%+1.6%

Cornell Pochily Investment Advisors, Inc.

$380K6.4K0.10%Unchanged

Aureum Wealth Management, Llc

$361K6.1K0.22%-19.8%

Mutual Of America Capital Management Llc

$357K6.0K0.00%-0.3%

Kestra Private Wealth Services, Llc

$350K5.9K0.00%+0.6%

First Merchants Corp

$316K2.0K0.01%Unchanged

Peoples Financial Services Corp.

$304K5.1K0.13%Unchanged

Stone House Investment Management, Llc

$288K4.8K0.04%Unchanged

Drum Hill Capital, Llc

$281K4.7K0.23%Unchanged

Lawood & Co

$243K4.1K0.17%Unchanged

Profund Advisors Llc

$233K3.9K0.01%-8.4%

Ascent Wealth Partners, Llc

$230K3.9K0.02%+0.4%

Nisa Investment Advisors, Llc

$229K3.8K0.00%-72.4%

Farther Finance Advisors, Llc

$216K3.6K0.00%+17.3%

Ria Advisory Group Llc

$209K3.5K0.06%-15.9%

Virginia Retirement Systems Et Al

$208K3.5K0.00%Unchanged

Cambridge Investment Research Advisors, Inc.

$208K3.5K0.00%-20.7%

Marshall & Sterling Wealth Advisors Inc.

$179K3.0K0.10%Unchanged

Kbc Group Nv

$139K2.3K0.00%+39.6%

Strs Ohio

$83K1.4K0.00%+27.3%

Community Financial Services Group, Llc

$83K1.4K0.01%Unchanged

Abound Wealth Management

$73K1.2K0.01%Unchanged

Eastern Bank

$71K1.2K0.00%New Position

Brown, Lisle/Cummings, Inc.

$58K9820.01%+0.7%

Heritage Family Offices, Llp

$56K9460.02%New Position

Versant Capital Management, Inc

$52K8750.00%+69.6%

Blue Trust, Inc.

$48K8000.00%Unchanged

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