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Disclosery

CBU COMMUNITY FINANCIAL SYSTEM I

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COM (common), issuer CIK 723188

252 managers (254 13F filers) reported a position in CBU shares at 2024-12-31, 38,495,311 shares in all. 22 filers opened a position and 32 filers sold out during the quarter.

Managers
252
13F filers
254
New
22
Added
93
Reduced
76
Sold out
32
Shares held by filers
38,495,311

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
US BANCORP \DE\in group US BANCORP \DE\1,081$66.7K<0.01%+15813F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.929$57.3K0.02%+713F-HRTimeline
Blue Trust, Inc.800$49.3K<0.01%-4113F-HR/ATimeline
Center for Financial Planning, Inc.780$48.1K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC738$46K<0.01%+5613F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…665$41K<0.01%-4313F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV556$34K0.01%+413F-HRTimeline
Versant Capital Management, Inc478$29.5K0.01%+23813F-HRTimeline
Rise Advisors, LLC469$28.9K0.01%+413F-HRTimeline
QUADRANT CAPITAL GROUP LLC439$27.1K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC417$25.7K<0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding390$24.1K-3,676Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…366$23.7K<0.01%+3813F-HRTimeline
Quarry LP331$20.4K<0.01%+27713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…300$18.5K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA300$18.5K<0.01%013F-HRTimeline
Smithfield Trust Co270$17K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…222$13.7K<0.01%+6213F-HRTimelineGroup
DANSKE BANK A/S200$12.3K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.197$12K<0.01%+2213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC193$12K<0.01%+6613F-HRTimelineGroup
Caitong International Asset Management …136$8.39K0.01%13F-HR/ATimeline
UMB Bank, n.a.129$7.96K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GAMMA Investing LLC121$7.46K<0.01%+10113F-HRTimeline
Hemington Wealth Management101$6K<0.01%+1813F-HRTimeline
Steward Partners Investment Advisory, L…91$5.61K<0.01%013F-HRTimeline
Addison Advisors LLC90$5.55K<0.01%013F-HRTimeline
Covestor Ltd76$5K<0.01%-6313F-HRTimeline
Farther Finance Advisors, LLC78$4.81K<0.01%-2113F-HRTimeline
LGT Financial Advisors LLC71$4.38K0.01%013F-HRTimeline
Arax Advisory Partners69$4.26K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$3.7K<0.01%+1513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.54$3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38$2.34K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC36$2.22K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC30$1.85K<0.01%013F-HRTimeline
Allworth Financial LP20$1.27K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC18$1.11K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT20$1K<0.01%-35913F-HR/ATimeline
Parkside Financial Bank & Trust16$987<0.01%013F-HRTimeline
SBI Securities Co., Ltd.15$925<0.01%13F-HRTimeline
SJS Investment Consulting Inc.10$617<0.01%-213F-HRTimeline
DiNuzzo Private Wealth, Inc.8$494<0.01%-113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7$432<0.01%013F-HRTimelineGroup
Larson Financial Group LLC7$432<0.01%+213F-HRTimeline
Hexagon Capital Partners LLC7$432<0.01%-113F-HRTimeline
Global Financial Private Client, LLC3$185<0.01%new13F-HRTimeline
IFP Advisors, Inc2$123<0.01%new13F-HRTimeline
Global Retirement Partners, LLC1$68<0.01%013F-HRTimeline
AlphaQuest LLC1$62<0.01%-26,71113F-HRTimeline
Parkworth Wealth Management, Inc.1$62<0.01%13F-HRTimeline
Capital A Wealth Management, LLC1$62<0.01%13F-HRTimeline