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Disclosery

CBU COMMUNITY FINANCIAL SYSTEM I

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COM (common), issuer CIK 723188

257 managers (265 13F filers) reported a position in CBU shares at 2026-03-31, 39,962,616 shares in all. 32 filers opened a position and 31 filers sold out during the quarter.

Managers
257
13F filers
265
New
32
Added
103
Reduced
71
Sold out
31
Shares held by filers
39,962,616

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC417$24.5K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC394$23K<0.01%+8013F-HRTimelineGroup
GAMMA Investing LLC391$22.9K<0.01%+4013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD390$22.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.385$22.6K<0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.346$20.3K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA300$17.6K<0.01%013F-HRTimeline
Smithfield Trust Co270$16K<0.01%013F-HRTimeline
Root Financial Partners, LLC269$15.8K<0.01%+10113F-HRTimeline
Advisory Services Network, LLC249$14.6K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…203$12K<0.01%+6413F-HRTimelineGroup
STRS OHIO200$11.7K<0.01%-50013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.168$9.85K<0.01%+11513F-HRTimeline
Bare Financial Services, Inc164$9.62K<0.01%+2113F-HRTimeline
UMB Bank, n.a.129$7.57K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners126$7.39K<0.01%+2413F-HRTimeline
Parkside Financial Bank & Trust103$6.04K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC101$5.92K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.100$5.87K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC91$5.34K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…91$5.34K<0.01%013F-HRTimeline
Addison Advisors LLC90$5.28K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC80$4.69K<0.01%013F-HR/ATimeline
Keating Financial Advisory Services, In…71$4.16K<0.01%+5013F-HRTimeline
Larson Financial Group LLC68$3.99K<0.01%+313F-HRTimeline
Allworth Financial LP64$3.75K<0.01%+3213F-HRTimeline
CVA Family Office, LLC64$3.75K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC57$3.41K<0.01%013F-HRTimeline
Osbon Capital Management LLC50$2.93K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC43$2.52K<0.01%-4313F-HRTimeline
Fortitude Family Office, LLC41$2.4K<0.01%+2213F-HRTimeline
High Note Wealth, LLC36$2.11K<0.01%013F-HRTimeline
Parallel Advisors, LLC35$2.05K<0.01%new13F-HR/ATimeline
Retirement Wealth Solutions LLC35$2.05K<0.01%+1313F-HRTimeline
JFS WEALTH ADVISORS, LLC32$1.88K<0.01%-1113F-HRTimeline
Dogwood Wealth Management LLC32$1.88K<0.01%new13F-HRTimeline
MAI Capital Management29$1.7K<0.01%+1313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…29$1.7K<0.01%-313F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT20$1.17K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC18$1.06K<0.01%013F-HRTimeline
Signature Equity Partners, LLC14$821<0.01%013F-HRTimeline
Essential Partners LLC11$645<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10$587<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.10$587<0.01%013F-HRTimeline
Ankerstar Wealth, LLC9$532<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC9$528<0.01%+713F-HRTimeline
SJS Investment Consulting Inc.8$470<0.01%+313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8$454<0.01%-5713F-HRTimelineGroup
Rialto Wealth Management, LLC7$411<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC7$410<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.4$235<0.01%013F-HRTimeline
HFM Investment Advisors, LLC4$235<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.3$176<0.01%new13F-HRTimeline
Caitong International Asset Management …2$117<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$64<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$59<0.01%new13F-HRTimeline
CURIO WEALTH, LLC1$59<0.01%new13F-HRTimeline