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Disclosery

CBU COMMUNITY FINANCIAL SYSTEM I

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COM (common), issuer CIK 723188

264 managers (268 13F filers) reported a position in CBU shares at 2025-03-31, 38,755,248 shares in all. 37 filers opened a position and 23 filers sold out during the quarter.

Managers
264
13F filers
268
New
37
Added
82
Reduced
93
Sold out
23
Shares held by filers
38,755,248

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,810$103K<0.01%-613F-HRTimelineGroup
STRS OHIO1,800$102K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,484$84.4K<0.01%-57813F-HRTimelineGroup
Smartleaf Asset Management LLC1,283$72.8K0.01%+8013F-HRTimeline
Clearstead Advisors, LLC1,239$70.5K<0.01%-4013F-HRTimeline
Abound Wealth Management1,222$69.5K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,202$68.3K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,123$63.9K<0.01%+4213F-HRTimelineGroup
Geneos Wealth Management Inc.1,000$56.9K<0.01%-1,28513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.937$53.3K0.02%+813F-HRTimeline
Blue Trust, Inc.800$45.5K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.780$44.4K0.01%013F-HRTimeline
Rise Advisors, LLC698$39.7K0.02%+22913F-HRTimeline
CWM, LLCin group CWM, LLC678$39K<0.01%-6013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…644$36.6K<0.01%-2113F-HRTimeline
Covestor Ltd562$32K0.02%+48613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV561$31K0.01%+513F-HRTimeline
Versant Capital Management, Inc478$27.2K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC439$25K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC417$23.7K<0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD390$22.2K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC349$19.8K<0.01%new13F-HRTimeline
GAMMA Investing LLC314$17.9K<0.01%+19313F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…300$17.1K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA300$17.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…282$16K<0.01%+6013F-HRTimelineGroup
Smithfield Trust Co270$15K<0.01%013F-HRTimeline
DANSKE BANK A/S200$11.4K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.152$9K<0.01%-4513F-HRTimeline
Farther Finance Advisors, LLC149$8.47K<0.01%+7113F-HRTimeline
Brooklyn Investment Group148$8.42K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC140$8K<0.01%-5313F-HRTimelineGroup
UMB Bank, n.a.129$7.33K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Optiver Holding B.V.in group Optiver Holding B.V.119$6.77K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC120$6K<0.01%new13F-HRTimeline
Hemington Wealth Management110$6K<0.01%+913F-HRTimeline
Steward Partners Investment Advisory, L…91$5.17K<0.01%013F-HRTimeline
Addison Advisors LLC90$5.12K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.66$4K<0.01%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROTHSCHILD INVESTMENT LLC70$3.98K<0.01%+1013F-HRTimeline
Quarry LP67$3.81K<0.01%-26413F-HRTimeline
Arax Advisory Partners55$3.13K<0.01%-1413F-HRTimeline
Parkside Financial Bank & Trust36$2.05K<0.01%+2013F-HRTimeline
High Note Wealth, LLC36$2.05K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…32$1.82K<0.01%-613F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC30$1.71K<0.01%013F-HRTimeline
Bare Financial Services, Inc26$1.48K<0.01%new13F-HRTimeline
Allworth Financial LP20$1.09K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC18$1.02K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT20$1K<0.01%013F-HRTimeline
Stephens Consulting, LLC15$853<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.14$796<0.01%-113F-HRTimeline
SJS Investment Consulting Inc.10$569<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.8$455<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7$398<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC7$398<0.01%013F-HRTimeline
Global Financial Private Client, LLC7$398<0.01%+413F-HRTimeline
Larson Financial Group LLC5$284<0.01%-213F-HRTimeline
Bay Harbor Wealth Management, LLC1$57<0.01%new13F-HRTimeline
AlphaQuest LLC1$57<0.01%013F-HRTimeline
True Wealth Design, LLC1$57<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$57<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$57<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-36613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.