Skip to content
Disclosery

CBU COMMUNITY FINANCIAL SYSTEM I

Follow

COM (common), issuer CIK 723188

255 managers (260 13F filers) reported a position in CBU shares at 2025-06-30, 39,191,141 shares in all. 18 filers opened a position and 27 filers sold out during the quarter.

Managers
255
13F filers
260
New
18
Added
103
Reduced
79
Sold out
27
Shares held by filers
39,191,141

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Covestor Ltd702$40K0.02%+14013F-HRTimeline
Rise Advisors, LLC703$40K0.02%+513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…583$33.2K<0.01%-6113F-HRTimeline
CWM, LLCin group CWM, LLC576$33K<0.01%-10213F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV565$32K0.01%+413F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …545$31K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc478$27.2K<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
GAMMA Investing LLC312$17.7K<0.01%-213F-HRTimeline
PRIVATE TRUST CO NA300$17.1K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…292$16.6K<0.01%-813F-HRTimelineGroup
IFP Advisors, Inc0$16.5K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Smithfield Trust Co270$15K<0.01%013F-HRTimeline
Brooklyn Investment Group209$11.9K<0.01%+6113F-HR/ATimeline
DANSKE BANK A/S200$11.4K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd198$11.3K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.187$11K<0.01%+3513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC182$10.7K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC181$10K<0.01%+4113F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.170$10K<0.01%+10413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bare Financial Services, Inc133$7.56K<0.01%+10713F-HRTimeline
UMB Bank, n.a.129$7.34K<0.01%013F-HR/ATimeline
Hemington Wealth Management121$6K<0.01%+1113F-HRTimeline
ROTHSCHILD INVESTMENT LLC105$5.97K<0.01%+3513F-HRTimeline
Parkside Financial Bank & Trust103$5.86K<0.01%+6713F-HRTimeline
Steward Partners Investment Advisory, L…91$5.17K<0.01%013F-HRTimeline
Addison Advisors LLC90$5.12K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.68$3.87K<0.01%-5113F-HRTimelineGroup
Arax Advisory Partners57$3.24K<0.01%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC39$2.22K<0.01%+913F-HRTimeline
High Note Wealth, LLC36$2.05K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…32$1.82K<0.01%013F-HRTimelineGroup
MAI Capital Management29$1.65K<0.01%new13F-HRTimeline
Clearstead Trust, LLC28$1.59K<0.01%new13F-HRTimeline
Allworth Financial LP20$1.12K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC18$1.02K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT20$1K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.14$796<0.01%013F-HRTimeline
Fortitude Family Office, LLC14$796<0.01%new13F-HRTimeline
Larson Financial Group LLC11$626<0.01%+613F-HRTimeline
DiNuzzo Private Wealth, Inc.10$569<0.01%+213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8$457<0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.8$438<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7$398<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.5$285<0.01%-513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$227<0.01%-1,48013F-HRTimelineGroup
HFM Investment Advisors, LLC4$227<0.01%+313F-HRTimeline
Bay Harbor Wealth Management, LLC3$171<0.01%+213F-HRTimeline
Rialto Wealth Management, LLC2$114<0.01%new13F-HRTimeline
Global Retirement Partners, LLC1$64<0.01%13F-HRTimeline
AlphaQuest LLC1$57<0.01%013F-HRTimeline
True Wealth Design, LLC1$57<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$57<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.