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Disclosery

CBU COMMUNITY FINANCIAL SYSTEM I

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COM (common), issuer CIK 723188

270 managers (279 13F filers) reported a position in CBU shares at 2026-06-30, 40,998,571 shares in all. 39 filers opened a position and 25 filers sold out during the quarter.

Managers
270
13F filers
279
New
39
Added
104
Reduced
78
Sold out
25
Shares held by filers
40,998,571

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Center for Financial Planning, Inc.780$52.4K<0.01%013F-HRTimeline
Arax Advisory Partners660$44.3K<0.01%+53413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…658$44.2K<0.01%+3913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC639$42.9K<0.01%013F-HRTimeline
IFP Advisors, Inc627$42.1K<0.01%+10313F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV583$39K0.01%+413F-HRTimeline
Covestor Ltd581$39K0.02%-28713F-HRTimeline
Nykredit A/Sin group Nykredit A/S563$37.8K<0.01%13F-HRTimelineGroup
Smartleaf Asset Management LLC564$37.7K<0.01%013F-HRTimeline
GAMMA Investing LLC541$36.3K<0.01%+15013F-HRTimeline
Federation des caisses Desjardins du Qu…520$34.9K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…519$34.8K<0.01%-27013F-HRTimelineGroup
Versant Capital Management, Inc516$34.6K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.495$33.2K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC412$28.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.385$25.8K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.376$25.2K<0.01%+36813F-HRTimeline
Kemnay Advisory Services Inc.367$24.6K<0.01%+2113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC314$21K<0.01%-8013F-HRTimelineGroup
Bare Financial Services, Inc271$18.2K<0.01%+10713F-HRTimeline
Smithfield Trust Co270$18K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.217$14.6K<0.01%+4913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…194$13.1K<0.01%-913F-HRTimelineGroup
Allworth Financial LP173$11.6K<0.01%+10913F-HRTimeline
Accent Capital Management, LLC165$11.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA150$10.1K<0.01%-15013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP146$9.85K<0.01%+13813F-HRTimelineGroup
UMB Bank, n.a.129$8.66K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Silver Grove Financial Group, Inc.100$6.71K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC99$6.64K<0.01%+813F-HRTimeline
Dogwood Wealth Management LLC96$6.44K<0.01%+6413F-HRTimeline
Steward Partners Investment Advisory, L…91$6.11K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC78$5.24K<0.01%-33913F-HRTimelineGroup
Larson Financial Group LLC74$4.97K<0.01%+613F-HRTimeline
CVA Family Office, LLC73$4.9K<0.01%+913F-HRTimeline
Keating Financial Advisory Services, In…69$4.63K<0.01%-213F-HRTimeline
Fulcrum Asset Management LLP64$4.28K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC54$3.62K<0.01%+1113F-HRTimeline
Plante Moran Financial Advisors, LLC50$3.36K<0.01%new13F-HRTimeline
Osbon Capital Management LLC50$3.36K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC42$2.83K<0.01%+1013F-HRTimeline
Fortitude Family Office, LLC41$2.75K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC40$2.69K<0.01%+513F-HRTimeline
High Note Wealth, LLC36$2.42K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS34$2.08K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…29$1.95K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC24$1.61K<0.01%new13F-HRTimeline
Essential Partners LLC23$1.54K<0.01%+1213F-HRTimeline
Parallel Advisors, LLC21$1.41K<0.01%-1413F-HRTimeline
Creative Capital Management Investments…19$1.27K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC18$1.21K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC17$1.14K<0.01%+1013F-HRTimeline
Signature Equity Partners, LLC14$940<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC11$738<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.10$672<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC10$672<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10$671<0.01%013F-HRTimelineGroup
Ankerstar Wealth, LLC9$608<0.01%013F-HRTimeline
HFM Investment Advisors, LLC8$537<0.01%+413F-HRTimeline
Bay Harbor Wealth Management, LLC7$470<0.01%013F-HRTimeline
SBI Securities Co., Ltd.4$268<0.01%013F-HRTimeline
Davis Capital Management3$201<0.01%new13F-HRTimeline
LRI Investments, LLC3$201<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2$137<0.01%new13F-HRTimeline
Caitong International Asset Management …2$134<0.01%013F-HRTimeline
Dunhill Financial, LLC1$73<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$68<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$67<0.01%013F-HRTimeline
Navigoe, LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Evolution Advisers, Inc.2$00%new13F-HRTimelineValue filed as zero, left out of ratios.