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Community Financial System I (CBU)

CUSIP: 203607106 | NYSE | Financial Services · Banks - Regional | Mid Cap | 798 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,855,884
0.0% of portfolio›$110.5M
Bank of New York Mellon Corp544,056
0.0% of portfolio›$32.4M
Riggs Asset Managment Co. Inc.429,875
4.7% of portfolio›$25.6M
Deprince Race & Zollo Inc313,905
0.3% of portfolio›$18.7M
Principal Financial Group Inc252,346
0.0% of portfolio›$15.0M
ProShare Advisors LLC153,729
0.0% of portfolio›$9.2M
Waldron Private Wealth LLC122,062
0.3% of portfolio›$7.3M
New York State Teachers Retirement System74,394
0.0% of portfolio›$4.4M
Sterling Capital Management LLC66,114
0.1% of portfolio›$3.9M
Wealth Enhancement Advisory Services, LLC46,423
0.0% of portfolio›$2.7M
Anchor Capital Advisors LLC37,506
0.1% of portfolio›$2.2M
Thrivent Financial for Lutherans33,728
0.0% of portfolio›$2.0M
Citigroup Inc29,244
0.0% of portfolio›$1.7M
Illinois Municipal Retirement Fund27,099
0.0% of portfolio›$1.6M
State of New Jersey Common Pension Fund D26,989
0.0% of portfolio›$1.6M
Canandaigua National Bank & Trust Co26,105
0.1% of portfolio›$1.6M
Louisiana State Employees Retirement System22,400
0.0% of portfolio›$1.3M
Moody National Bank Trust Division22,224
0.1% of portfolio›$1.3M
Ausbil Investment Management Ltd20,454
0.6% of portfolio›$1.2M
Commonwealth Equity Services, LLC19,108
0.0% of portfolio›$1.1M
Alliance Wealth Advisors, LLC19,035
0.4% of portfolio›$1.1M
Atria Investments, Inc16,630
0.0% of portfolio›$990.1K
Arizona State Retirement System14,801
0.0% of portfolio›$881.3K
Amalgamated Bank13,665
0.0% of portfolio›$814.0K
Yousif Capital Management, LLC13,308
0.0% of portfolio›$792.4K
Truist Financial Corp12,420
0.0% of portfolio›$739.5K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS12,397
0.0% of portfolio›$738.1K
Oregon Public Employees Retirement Fund11,835
0.0% of portfolio›$704.7K
Fulton Bank, N.A.11,791
0.0% of portfolio›$702.0K
State of Alaska, Department of Revenue10,895
0.0% of portfolio›$648.0K
Inspire Investing, LLC10,727
0.0% of portfolio›$638.7K
Trust Co of Vermont10,336
0.0% of portfolio›$615.4K
Hanson & Doremus Investment Management8,446
0.3% of portfolio›$503.0K
Pictet Asset Management Holding SA7,973
0.0% of portfolio›$474.7K
Park Avenue Securities LLC6,432
0.0% of portfolio›$383.0K
Cornell Pochily Investment Advisors, Inc.6,384
0.1% of portfolio›$380.1K
Aureum Wealth Management, LLC6,071
0.2% of portfolio›$361.5K
Mutual of America Capital Management LLC6,004
0.0% of portfolio›$357.5K
Kestra Private Wealth Services, LLC5,876
0.0% of portfolio›$349.9K
Xponance LLC5,204
0.0% of portfolio›$309.8K
Peoples Financial Services Corp.5,100
0.1% of portfolio›$303.7K
Stone House Investment Management, LLC4,837
0.0% of portfolio›$288.0K
Drum Hill Capital, LLC4,718
0.2% of portfolio›$280.9K
Lawood & Co4,088
0.2% of portfolio›$243.4K
Profund Advisors LLC3,916
0.0% of portfolio›$233.2K
Ascent Wealth Partners, LLC3,857
0.0% of portfolio›$229.6K
Nisa Investment Advisors, LLC3,809
0.0% of portfolio›$228.7K
Farther Finance Advisors, LLC3,623
0.0% of portfolio›$215.7K
RIA Advisory Group LLC3,507
0.1% of portfolio›$208.8K
Virginia Retirement Systems ET Al3,500
0.0% of portfolio›$208.4K
Cambridge Investment Research Advisors, Inc.3,487
0.0% of portfolio›$208.0K
Marshall & Sterling Wealth Advisors Inc.3,000
0.1% of portfolio›$178.6K
KBC Group NV2,328
0.0% of portfolio›$139.0K
Strs Ohio1,400
0.0% of portfolio›$83.4K
Community Financial Services Group, LLC1,389
0.0% of portfolio›$83.2K
Abound Wealth Management1,218
0.0% of portfolio›$72.5K
Eastern Bank1,200
0.0% of portfolio›$71.4K
Brown, Lisle Ings, Inc.982
0.0% of portfolio›$58.5K
Heritage Family Offices, LLP946
0.0% of portfolio›$56.3K
US Bancorp \de\934
0.0% of portfolio›$55.6K
Versant Capital Management, Inc875
0.0% of portfolio›$52.1K
Blue Trust, Inc.800
0.0% of portfolio›$47.6K
Center for Financial Planning, Inc.780
0.0% of portfolio›$46.4K
IFP Advisors, Inc664
0.0% of portfolio›$39.5K
Gamma Investing LLC607
0.0% of portfolio›$36.1K
EverSource Wealth Advisors, LLC460
0.0% of portfolio›$27.4K
SJS Investment Consulting Inc.438
0.0% of portfolio›$26.1K
Salomon & Ludwin, LLC412
0.0% of portfolio›$24.5K
Fortitude Family Office, LLC392
0.0% of portfolio›$23.3K
Root Financial Partners, LLC339
0.0% of portfolio›$20.2K
Covestor Ltd323
0.0% of portfolio›$19
Bare Financial Services, Inc267
0.0% of portfolio›$15.9K
Pinnacle Wealth Planning Services, Inc.217
0.0% of portfolio›$12.9K
Parkside Financial Bank & Trust103
0.0% of portfolio›$6.1K
Silver Grove Financial Group, Inc.100
0.0% of portfolio›$6.0K
Larson Financial Group LLC74
0.0% of portfolio›$4.4K
Farmers & Merchants Investments Inc51
0.0% of portfolio›$3.0K
GK Wealth Management LLC46
0.0% of portfolio›$2.8K
Private Trust Co NA43
0.0% of portfolio›$2.6K
JFS Wealth Advisors, LLC42
0.0% of portfolio›$2.5K
Creative Capital Management Investments LLC39
0.0% of portfolio›$2.3K
High Note Wealth, LLC36
0.0% of portfolio›$2.1K
Ascentis Wealth Management, LLC34
0.0% of portfolio›$2.0K
Retirement Wealth Solutions LLC29
0.0% of portfolio›$1.7K
Essential Partners LLC25
0.0% of portfolio›$1.5K
Parallel Advisors, LLC21
0.0% of portfolio›$1.3K
Private Wealth Management Group, LLC18
0.0% of portfolio›$1.1K
Signature Equity Partners, LLC14
0.0% of portfolio›$834
Valley National Advisers Inc14
0.0% of portfolio›$834
Horizon Financial Services, LLC11
0.0% of portfolio›$655
DiNuzzo Private Wealth, Inc.10
0.0% of portfolio›$596
Gilpin Wealth Management, LLC9
0.0% of portfolio›$536
Bay Harbor Wealth Management, LLC9
0.0% of portfolio›$540
Caitong International Asset Management Co., Ltd8
0.0% of portfolio›$476
Assetmark, Inc7
0.0% of portfolio›$417
SBI Securities Co., Ltd.4
0.0% of portfolio›$238
DecisionPoint Financial, LLC2
0.0% of portfolio›$120
Maryland Capital Advisors Inc.1
0.0% of portfolio›$60
Provenance Wealth Advisors, LLC1
0.0% of portfolio›$60
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,855,884$110.5M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
544,056$32.4M0.0%CoreLowNew York, NY2026-11-05
Riggs Asset Managment Co. Inc.
429,875$25.6M4.7%GrowthMediumDallas, PA2026-11-05
Deprince Race & Zollo Inc
313,905$18.7M0.3%Deep ValueHighWinter Park, FL2026-10-13
Principal Financial Group Inc
252,346$15.0M0.0%CoreLowDes Moines, IA2026-11-02
ProShare Advisors LLC
153,729$9.2M0.0%GrowthLowBethesda, MD2026-10-29
Waldron Private Wealth LLC
122,062$7.3M0.3%ETFVery LowBridgeville, PA2026-11-02
New York State Teachers Retirement System
74,394$4.4M0.0%CoreVery LowAlbany, NY2026-10-22
Sterling Capital Management LLC
66,114$3.9M0.1%GARPMediumCharlotte, NC2026-10-22
Wealth Enhancement Advisory Services, LLC
46,423$2.7M0.0%CoreLowPlymouth, MN2026-10-13
Anchor Capital Advisors LLC
37,506$2.2M0.1%ValueMediumBoston, MA2026-11-05
Thrivent Financial for Lutherans
33,728$2.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Citigroup Inc
29,244$1.7M0.0%CoreMediumNew York, NY2026-11-04
Illinois Municipal Retirement Fund
27,099$1.6M0.0%CoreMediumOak Brook, IL2026-11-05
State of New Jersey Common Pension Fund D
26,989$1.6M0.0%CoreLowTrenton, NJ2026-11-05
Canandaigua National Bank & Trust Co
26,105$1.6M0.1%CoreVery LowCanandaigua, NY2026-10-07
Louisiana State Employees Retirement System
22,400$1.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Moody National Bank Trust Division
22,224$1.3M0.1%CoreMediumGalveston, TX2026-10-06
Ausbil Investment Management Ltd
20,454$1.2M0.6%ValueMediumSydney, China2026-10-08
Commonwealth Equity Services, LLC
19,108$1.1M0.0%ETFLowWaltham, MA2026-11-02
Alliance Wealth Advisors, LLC
19,035$1.1M0.4%CoreVery LowScranton, PA2026-10-14
Atria Investments, Inc
16,630$990.1K0.0%CoreMediumCharlotte, NC2026-10-15
Arizona State Retirement System
14,801$881.3K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
13,665$814.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
13,308$792.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Truist Financial Corp
12,420$739.5K0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
12,397$738.1K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
11,835$704.7K0.0%IndexVery LowTigard, OR2026-10-30
Fulton Bank, N.A.
11,791$702.0K0.0%CoreLowLancaster, PA2026-10-14
State of Alaska, Department of Revenue
10,895$648.0K0.0%CoreVery LowJuneau, AK2026-10-15
Inspire Investing, LLC
10,727$638.7K0.0%GARPHighMeridian, ID2026-10-22
Trust Co of Vermont
10,336$615.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Hanson & Doremus Investment Management
8,446$503.0K0.3%CoreVery LowBurlington, VT2026-10-16
Pictet Asset Management Holding SA
7,973$474.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Park Avenue Securities LLC
6,432$383.0K0.0%ETFMediumNew York, NY2026-10-26
Cornell Pochily Investment Advisors, Inc.
6,384$380.1K0.1%CoreLowIthaca, NY2026-10-19
Aureum Wealth Management, LLC
6,071$361.5K0.2%ETFLowNorth Palm Beach, FL2026-10-15
Mutual of America Capital Management LLC
6,004$357.5K0.0%IndexLowNew York, NY2026-10-23
Kestra Private Wealth Services, LLC
5,876$349.9K0.0%GrowthLowAustin, TX2026-10-30
Xponance LLC
5,204$309.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Peoples Financial Services Corp.
5,100$303.7K0.1%CoreVery LowMoosic, PA2026-10-20
Stone House Investment Management, LLC
4,837$288.0K0.0%ETFMediumTunkhannock, PA2026-10-23
Drum Hill Capital, LLC
4,718$280.9K0.2%ValueLowWestport, CT2026-10-20
Lawood & Co
4,088$243.4K0.2%CoreLowWilliamsport, PA2026-10-09
Profund Advisors LLC
3,916$233.2K0.0%GrowthLowBethesda, MD2026-10-29
Ascent Wealth Partners, LLC
3,857$229.6K0.0%GrowthLowNew Hartford, NY2026-10-23
Nisa Investment Advisors, LLC
3,809$228.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
3,623$215.7K0.0%IndexLowSan Francisco, CA2026-10-08
RIA Advisory Group LLC
3,507$208.8K0.1%ETFHighSioux Falls, SD2026-10-15
Virginia Retirement Systems ET Al
3,500$208.4K0.0%CoreMediumRichmond, VA2026-10-28
Cambridge Investment Research Advisors, Inc.
3,487$208.0K0.0%ETFLowFairfield, IA2026-11-02
Marshall & Sterling Wealth Advisors Inc.
3,000$178.6K0.1%ETFMediumPoughkeepsie, NY2026-10-28
KBC Group NV
2,328$139.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Strs Ohio
1,400$83.4K0.0%CoreMediumColumbus, OH2026-10-30
Community Financial Services Group, LLC
1,389$83.2K0.0%GrowthLowNewport, VT2026-10-15
Abound Wealth Management
1,218$72.5K0.0%ETFVery LowFranklin, TN2026-10-26
Eastern Bank
1,200$71.4K0.0%GrowthMediumBoston, MA2026-10-05
Brown, Lisle Ings, Inc.
982$58.5K0.0%CoreVery LowProvidence, RI2026-10-16
Heritage Family Offices, LLP
946$56.3K0.0%GrowthHighScottsdale, AZ2026-11-02
US Bancorp \de\
934$55.6K0.0%IndexLowMinneapolis, MN2026-11-05
Versant Capital Management, Inc
875$52.1K0.0%GARPLowPhoenix, AZ2026-10-02
Blue Trust, Inc.
800$47.6K0.0%ETFLowBrentwood, TN2026-10-15
Center for Financial Planning, Inc.
780$46.4K0.0%ETFLowSouthfied, MI2026-10-26
IFP Advisors, Inc
664$39.5K0.0%GrowthLowTampa, FL2026-10-16
Gamma Investing LLC
607$36.1K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
460$27.4K0.0%CoreMediumBirmingham, AL2026-11-04
SJS Investment Consulting Inc.
438$26.1K0.0%ETFVery LowSylvania, OH2026-10-26
Salomon & Ludwin, LLC
412$24.5K0.0%ETFVery LowRichmond, VA2026-10-29
Fortitude Family Office, LLC
392$23.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Root Financial Partners, LLC
339$20.2K0.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
323$190.0%ValueHighLondon, United Kingdom2026-10-30
Bare Financial Services, Inc
267$15.9K0.0%ETFVery LowGap, PA2026-11-04
Pinnacle Wealth Planning Services, Inc.
217$12.9K0.0%GARPLowMansfield, OH2026-10-27
Parkside Financial Bank & Trust
103$6.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Silver Grove Financial Group, Inc.
100$6.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Larson Financial Group LLC
74$4.4K0.0%GrowthLowSt Louis, MO2026-11-05
Farmers & Merchants Investments Inc
51$3.0K0.0%CoreVery LowLincoln, NE2026-10-22
GK Wealth Management LLC
46$2.8K0.0%GARPVery HighReno, NV2026-10-09
Private Trust Co NA
43$2.6K0.0%CoreLowCleveland, OH2026-10-20
JFS Wealth Advisors, LLC
42$2.5K0.0%ETFVery LowHermitage, PA2026-11-03
Creative Capital Management Investments LLC
39$2.3K0.0%ETFLowSan Diego, CA2026-10-28
High Note Wealth, LLC
36$2.1K0.0%ETFVery LowDeephaven, MN2026-10-27
Ascentis Wealth Management, LLC
34$2.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Retirement Wealth Solutions LLC
29$1.7K0.0%ETFLowMarshfield, WI2026-10-07
Essential Partners LLC
25$1.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parallel Advisors, LLC
21$1.3K0.0%IndexLowSan Francisco, CA2026-11-03
Private Wealth Management Group, LLC
18$1.1K0.0%ETFLowPrinceton, NJ2026-10-19
Signature Equity Partners, LLC
14$8340.0%GrowthMediumColumbus, OH2026-10-29
Valley National Advisers Inc
14$8340.0%ETFLowBethlehem, PA2026-10-23
Horizon Financial Services, LLC
11$6550.0%ETFLowWinston Salem, NC2026-11-04
DiNuzzo Private Wealth, Inc.
10$5960.0%ETFLowBeaver, PA2026-10-16
Gilpin Wealth Management, LLC
9$5360.0%GrowthLowDenver, CO2026-10-09
Bay Harbor Wealth Management, LLC
9$5400.0%ETFMediumHunt Valley, MD2026-11-03
Caitong International Asset Management Co., Ltd
8$4760.0%GrowthVery HighHong Kong, South Korea2026-10-29
Assetmark, Inc
7$4170.0%ETFLowConcord, CA2026-10-21
SBI Securities Co., Ltd.
4$2380.0%Agg GrowthLowTokyo, Mexico2026-10-22
DecisionPoint Financial, LLC
2$1200.0%ETFVery LowMesa, AZ2026-10-27
Maryland Capital Advisors Inc.
1$600.0%ETFVery LowChester, MD2026-10-15
Provenance Wealth Advisors, LLC
1$600.0%ETFLowFort Lauderdale, FL2026-10-30