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MORGAN STANLEY CBU Position History
Community Financial System, Inc. • Financial Services
Quarters held
62
Latest value
$5.4M
Q2 2026
Peak value
$73.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q3 2025 | $1M |
| Q3 2025 | $2M |
| Q3 2025 | $6.8M |
| Q3 2025 | $1.2M |
| Q3 2025 | $14.1M |
| Q3 2025 | $15.1M |
| Q3 2025 | $73.4M |
| Q3 2025 | $6.8M |
| Q3 2025 | $8.1M |
| Q3 2025 | $2K |
| Q3 2025 | $2.8M |
| Q4 2025 | $1.5M |
| Q4 2025 | $939K |
| Q4 2025 | $1.9M |
| Q4 2025 | $6.7M |
| Q4 2025 | $929K |
| Q4 2025 | $12.5M |
| Q4 2025 | $16.3M |
| Q4 2025 | $57M |
| Q4 2025 | $65 |
| Q4 2025 | $213K |
| Q4 2025 | $23K |
| Q4 2025 | $5K |
| Q4 2025 | $7M |
| Q4 2025 | $6.3M |
| Q4 2025 | $9K |
| Q4 2025 | $3.2M |
| Q4 2025 | $608K |
| Q1 2026 | $1.4M |
| Q1 2026 | $908K |
| Q1 2026 | $2M |
| Q1 2026 | $6.9M |
| Q1 2026 | $749K |
| Q1 2026 | $12.4M |
| Q1 2026 | $16.2M |
| Q1 2026 | $55.7M |
| Q1 2026 | $89 |
| Q1 2026 | $211K |
| Q1 2026 | $14K |
| Q1 2026 | $8K |
| Q1 2026 | $7.3M |
| Q1 2026 | $1.8M |
| Q1 2026 | $4K |
| Q1 2026 | $3M |
| Q1 2026 | $521K |
| Q2 2026 | $1.6M |
| Q2 2026 | $1M |
| Q2 2026 | $2.2M |
| Q2 2026 | $7.9M |
| Q2 2026 | $938K |
| Q2 2026 | $13.8M |
| Q2 2026 | $19M |
| Q2 2026 | $44.8M |
| Q2 2026 | $241K |
| Q2 2026 | $17K |
| Q2 2026 | $9K |
| Q2 2026 | $9.9M |
| Q2 2026 | $3.6M |
| Q2 2026 | $45K |
| Q2 2026 | $2.6M |
| Q2 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $5.4M | 79.8K | — | — |
| Q2 2026 | $2.6M | 38.8K | — | — |
| Q2 2026 | $45K | 670 | — | — |
| Q2 2026 | $3.6M | 52.9K | — | — |
| Q2 2026 | $9.9M | 147.2K | — | — |
| Q2 2026 | $9K | 138 | — | — |
| Q2 2026 | $17K | 252 | — | — |
| Q2 2026 | $241K | 3.6K | — | — |
| Q2 2026 | $44.8M | 666.9K | — | — |
| Q2 2026 | $19M | 282.7K | — | — |
| Q2 2026 | $13.8M | 206.1K | — | — |
| Q2 2026 | $938K | 14.0K | — | — |
| Q2 2026 | $7.9M | 117.3K | — | — |
| Q2 2026 | $2.2M | 33.2K | — | — |
| Q2 2026 | $1M | 15.4K | — | — |
| Q2 2026 | $1.6M | 23.3K | — | — |
| Q1 2026 | $521K | 8.9K | — | — |
| Q1 2026 | $3M | 50.7K | — | — |
| Q1 2026 | $4K | 63 | — | — |
| Q1 2026 | $1.8M | 30.9K | — | — |
| Q1 2026 | $7.3M | 124.2K | — | — |
| Q1 2026 | $8K | 138 | — | — |
| Q1 2026 | $14K | 234 | — | — |
| Q1 2026 | $211K | 3.6K | — | — |
| Q1 2026 | $89 | 1 | — | — |
| Q1 2026 | $55.7M | 950.4K | — | — |
| Q1 2026 | $16.2M | 276.8K | — | — |
| Q1 2026 | $12.4M | 211.2K | — | — |
| Q1 2026 | $749K | 12.8K | — | — |
| Q1 2026 | $6.9M | 117.1K | — | — |
| Q1 2026 | $2M | 34.4K | — | — |
| Q1 2026 | $908K | 15.5K | — | — |
| Q1 2026 | $1.4M | 24.4K | — | — |
| Q4 2025 | $608K | 10.6K | — | — |
| Q4 2025 | $3.2M | 55.1K | — | — |
| Q4 2025 | $9K | 163 | — | — |
| Q4 2025 | $6.3M | 110.2K | — | — |
| Q4 2025 | $7M | 122.3K | — | — |
| Q4 2025 | $5K | 91 | — | — |
| Q4 2025 | $23K | 407 | — | — |
| Q4 2025 | $213K | 3.7K | — | — |
| Q4 2025 | $65 | 1 | — | — |
| Q4 2025 | $57M | 992.6K | — | — |
| Q4 2025 | $16.3M | 283.5K | — | — |
| Q4 2025 | $12.5M | 218.1K | — | — |
| Q4 2025 | $929K | 16.2K | — | — |
| Q4 2025 | $6.7M | 117.1K | — | — |
| Q4 2025 | $1.9M | 33.1K | — | — |
| Q4 2025 | $939K | 16.4K | — | — |
| Q4 2025 | $1.5M | 25.9K | — | — |
| Q3 2025 | $2.8M | 47.3K | — | — |
| Q3 2025 | $2K | 31 | — | — |
| Q3 2025 | $8.1M | 138.6K | — | — |
| Q3 2025 | $6.8M | 115.8K | — | — |
| Q3 2025 | $73.4M | 1.25M | — | — |
| Q3 2025 | $15.1M | 258.3K | — | — |
| Q3 2025 | $14.1M | 239.9K | — | — |
| Q3 2025 | $1.2M | 20.2K | — | — |
| Q3 2025 | $6.8M | 115.7K | — | — |
| Q3 2025 | $2M | 33.3K | — | — |
| Q3 2025 | $1M | 17.3K | — | — |
| Q3 2025 | $1.7M | 28.3K | — | — |
Other funds holding CBU
$271.6M
$234.1M
$234.1M
$234.1M
$230.1M
$230.1M
$223.9M
$223.9M