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Disclosery

CBU COMMUNITY FINANCIAL SYSTEM I

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COM (common), issuer CIK 723188

250 managers (255 13F filers) reported a position in CBU shares at 2025-09-30, 39,171,647 shares in all. 21 filers opened a position and 23 filers sold out during the quarter.

Managers
250
13F filers
255
New
21
Added
90
Reduced
93
Sold out
23
Shares held by filers
39,171,647

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Clearstead Advisors, LLC425$24.9K<0.01%-69913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC417$24.5K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC394$23.2K<0.01%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD390$22.9K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC362$21.2K<0.01%+5013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.349$20K<0.01%+17913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA300$17.6K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…292$17.1K<0.01%013F-HRTimelineGroup
Arax Advisory Partners278$16.3K<0.01%+22113F-HRTimeline
Advisory Services Network, LLC277$16.2K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC285$16K<0.01%+10413F-HRTimelineGroup
Smithfield Trust Co270$16K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.204$12K<0.01%+13613F-HRTimelineGroup
DANSKE BANK A/S200$11.7K<0.01%013F-HR/ATimeline
HARBOR CAPITAL ADVISORS, INC.188$11K<0.01%+113F-HRTimeline
Root Financial Partners, LLC149$8.74K<0.01%new13F-HRTimeline
UMB Bank, n.a.129$7.57K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bare Financial Services, Inc120$7.04K<0.01%-1313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…118$6.91K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust103$6.04K<0.01%013F-HRTimeline
Hemington Wealth Management114$6K<0.01%-713F-HRTimeline
Steward Partners Investment Advisory, L…91$5.34K<0.01%013F-HRTimeline
Addison Advisors LLC90$5.28K<0.01%013F-HRTimeline
IFP Advisors, Inc86$5.04K<0.01%+8613F-HR/ATimeline
QUADRANT CAPITAL GROUP LLC80$4.69K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC70$4.11K<0.01%-3513F-HRTimeline
High Note Wealth, LLC36$2.11K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…32$1.88K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC29$1.7K<0.01%-1013F-HRTimeline
Allworth Financial LP29$1.68K<0.01%+913F-HRTimeline
Clearstead Trust, LLC28$1.64K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC20$1.17K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC18$1.06K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT20$1K<0.01%013F-HRTimeline
Fortitude Family Office, LLC14$821<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.10$599<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8$478<0.01%013F-HRTimelineGroup
Larson Financial Group LLC8$469<0.01%-313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7$410<0.01%013F-HRTimelineGroup
Essential Partners LLC7$410<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.6$352<0.01%-813F-HRTimeline
SJS Investment Consulting Inc.5$294<0.01%013F-HRTimeline
Rialto Wealth Management, LLC5$294<0.01%+313F-HRTimeline
SIGNATUREFD, LLC5$293<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$235<0.01%013F-HRTimelineGroup
HFM Investment Advisors, LLC4$235<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC4$234<0.01%+113F-HRTimeline
AlphaQuest LLC2$117<0.01%+113F-HRTimeline
True Wealth Design, LLC1$59<0.01%013F-HRTimeline
Cloud Capital Management, LLC11$00%new13F-HRTimelineValue filed as zero, left out of ratios.