COMMUNITY FINANCIAL SYSTEM, INC. (CBU) — Institutional Holders, Q2 2026 (page 3)
282 institutional investment managers reported a CBU position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 282. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CBU 13F holders ranked 201–282 of 282
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | HANTZ FINANCIAL SERVICES#201 · 1,267 sh | 1,267 | $85.0K | <0.01% | +43.7% |
| 202 | Abound Wealth Management#202 · 1,218 sh | 1,218 | $81.7K | — | 0.0% |
| 203 | NBT BANK N A#203 · 1,202 sh | 1,202 | $80.7K | — | 0.0% |
| 204 | STRS OHIO#204 · 1,100 sh | 1,100 | $73.8K | <0.01% | +450.0% |
| 205 | BNP Paribas Asset Management Holding S.A.#205 · 1,032 sh | 1,032 | $69.3K | <0.01% | +1.0% |
| 206 | Geneos Wealth Management#206 · 1,000 sh | 1,000 | $67.1K | <0.01% | 0.0% |
| 207 | BROWN, LISLE/CUMMINGS#207 · 975 sh | 975 | $65.4K | — | +0.7% |
| 208 | US BANCORP \DE\#208 · 929 sh | 929 | $62.4K | <0.01% | -11.5% |
| 209 | Rockefeller Capital Management L.P.#209 · 824 sh | 824 | $55.3K | <0.01% | -3.1% |
| 210 | Ronald Blue#210 · 800 sh | 800 | $53.7K | — | -12.5% |
| 211 | Center for Financial Planning#211 · 780 sh | 780 | $52.4K | — | 0.0% |
| 212 | SRS Capital Advisors#212 · 660 sh | 660 | $44.3K | <0.01% | +423.8% |
| 213 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#213 · 658 sh | 658 | $44.2K | <0.01% | +6.3% |
| 214 | LOS ANGELES CAPITAL MANAGEMENT#214 · 639 sh | 639 | $42.9K | <0.01% | 0.0% |
| 215 | IFP Advisors#215 · 627 sh | 627 | $42.1K | — | +19.7% |
| 216 | Covestor Ltd#216 · 581 sh | 581 | $39.0K | 0.02% | -33.1% |
| 217 | OGOREK ANTHONY JOSEPH /NY#217 · 583 sh | 583 | $39.0K | <0.01% | +2.3% |
| 218 | Nykredit A/S#218 · 563 sh | 563 | $37.8K | <0.01% | — |
| 219 | Smartleaf Asset Management#219 · 564 sh | 564 | $37.7K | <0.01% | 0.0% |
| 220 | GAMMA Investing#220 · 541 sh | 541 | $36.3K | — | +38.4% |
| 221 | Federation des caisses Desjardins du Quebec#221 · 520 sh | 520 | $34.9K | <0.01% | New |
| 222 | EverSource Wealth Advisors#222 · 519 sh | 519 | $34.8K | <0.01% | -68.4% |
| 223 | Versant Capital Management#223 · 516 sh | 516 | $34.6K | — | 0.0% |
| 224 | Optiver Holding B.V.#224 · 495 sh | 495 | $33.2K | 0.00% | New |
| 225 | Salomon & Ludwin#225 · 412 sh | 412 | $28.2K | <0.01% | 0.0% |
| 226 | HARBOUR INVESTMENTS#226 · 385 sh | 385 | $25.8K | <0.01% | 0.0% |
| 227 | SJS Investment Consulting#227 · 376 sh | 376 | $25.2K | — | +4600.0% |
| 228 | Kemnay Advisory Services#228 · 367 sh | 367 | $24.6K | <0.01% | +6.1% |
| 229 | BESSEMER GROUP#229 · 314 sh | 314 | $21.0K | 0.00% | -20.3% |
| 230 | Bare Financial Services#230 · 271 sh | 271 | $18.2K | <0.01% | +65.2% |
| 231 | Smithfield#231 · 270 sh | 270 | $18.0K | <0.01% | 0.0% |
| 232 | Pinnacle Wealth Planning Services#232 · 217 sh | 217 | $14.6K | — | +29.2% |
| 233 | Parkside Financial Bank#233 · 206 sh | 206 | $13.8K | — | +100.0% |
| 234 | Transamerica Financial Advisors#234 · 194 sh | 194 | $13.1K | <0.01% | -4.4% |
| 235 | Allworth Financial#235 · 173 sh | 173 | $11.6K | 0.00% | +170.3% |
| 236 | Accent Capital Management#236 · 165 sh | 165 | $11.1K | <0.01% | New |
| 237 | PRIVATE NA#237 · 150 sh | 150 | $10.1K | — | -50.0% |
| 238 | JONES FINANCIAL COMPANIES LLLP#238 · 146 sh | 146 | $9.9K | 0.00% | +1725.0% |
| 239 | UMB Bank, n.a.#239 · 129 sh | 129 | $8.7K | <0.01% | 0.0% |
| 240 | Silver Grove Financial Group#240 · 100 sh | 100 | $6.7K | <0.01% | 0.0% |
| 241 | ROTHSCHILD INVESTMENT#241 · 99 sh | 99 | $6.6K | <0.01% | +8.8% |
| 242 | Dogwood Wealth Management#242 · 96 sh | 96 | $6.4K | <0.01% | +200.0% |
| 243 | Steward Partners Investment Advisory#243 · 91 sh | 91 | $6.1K | 0.00% | 0.0% |
| 244 | ST GERMAIN D J#244 · 78 sh | 78 | $5.2K | <0.01% | -81.3% |
| 245 | Larson Financial Group#245 · 74 sh | 74 | $5.0K | <0.01% | +8.8% |
| 246 | CVA Family Office#246 · 73 sh | 73 | $4.9K | <0.01% | +14.1% |
| 247 | Keating Financial Advisory Services#247 · 69 sh | 69 | $4.6K | <0.01% | -2.8% |
| 248 | Fulcrum Asset Management LLP#248 · 64 sh | 64 | $4.3K | <0.01% | New |
| 249 | Basecamp Wealth Advisors#249 · 54 sh | 54 | $3.6K | <0.01% | +25.6% |
| 250 | Plante Moran Financial Advisors#250 · 50 sh | 50 | $3.4K | <0.01% | New |
| 251 | Osbon Capital Management#251 · 50 sh | 50 | $3.4K | <0.01% | 0.0% |
| 252 | JFS WEALTH ADVISORS#252 · 42 sh | 42 | $2.8K | <0.01% | +31.2% |
| 253 | Fortitude Family Office#253 · 41 sh | 41 | $2.8K | — | 0.0% |
| 254 | Retirement Wealth Solutions#254 · 40 sh | 40 | $2.7K | — | +14.3% |
| 255 | High Note Wealth#255 · 36 sh | 36 | $2.4K | <0.01% | 0.0% |
| 256 | ACTION POINT FINANCIAL PLANNING#256 · 34 sh | 34 | $2.1K | <0.01% | New |
| 257 | FARMERS & MERCHANTS INVESTMENTS#257 · 29 sh | 29 | $1.9K | — | 0.0% |
| 258 | Clearstead Advisors#258 · 24 sh | 24 | $1.6K | 0.00% | New |
| 259 | Essential Partners#259 · 23 sh | 23 | $1.5K | — | +109.1% |
| 260 | Parallel Advisors#260 · 21 sh | 21 | $1.4K | 0.00% | -40.0% |
| 261 | Creative Capital Management Investments#261 · 19 sh | 19 | $1.3K | <0.01% | New |
| 262 | Private Wealth Management Group#262 · 18 sh | 18 | $1.2K | — | 0.0% |
| 263 | Rialto Wealth Management#263 · 17 sh | 17 | $1.1K | <0.01% | +142.9% |
| 264 | Signature Equity Partners#264 · 14 sh | 14 | $940.00 | <0.01% | 0.0% |
| 265 | HORIZON FINANCIAL SERVICES#265 · 11 sh | 11 | $738.00 | <0.01% | New |
| 266 | DiNuzzo Private Wealth#266 · 10 sh | 10 | $672.00 | — | 0.0% |
| 267 | GILPIN WEALTH MANAGEMENT#267 · 10 sh | 10 | $672.00 | — | +11.1% |
| 268 | ASSETMARK#268 · 10 sh | 10 | $671.00 | — | 0.0% |
| 269 | Ankerstar Wealth#269 · 9 sh | 9 | $608.00 | <0.01% | 0.0% |
| 270 | HFM Investment Advisors#270 · 8 sh | 8 | $537.00 | <0.01% | +100.0% |
| 271 | Bay Harbor Wealth Management#271 · 7 sh | 7 | $470.00 | <0.01% | 0.0% |
| 272 | SBI Securities , Ltd.#272 · 4 sh | 4 | $268.00 | — | 0.0% |
| 273 | Davis Capital Management#273 · 3 sh | 3 | $201.00 | — | New |
| 274 | LRI Investments#274 · 3 sh | 3 | $201.00 | 0.00% | New |
| 275 | DecisionPoint Financial#275 · 2 sh | 2 | $137.00 | — | New |
| 276 | Caitong International Asset Management , Ltd#276 · 2 sh | 2 | $134.00 | 0.00% | 0.0% |
| 277 | Dunhill Financial#277 · 1 sh | 1 | $73.00 | 0.00% | 0.0% |
| 278 | MARYLAND CAPITAL ADVISORS#278 · 1 sh | 1 | $68.00 | — | — |
| 279 | RAFFA WEALTH MANAGEMENT#279 · 1 sh | 1 | $67.00 | 0.00% | 0.0% |
| 280 | Evolution Advisers#280 · 2 sh | 2 | $0.00 | 0.00% | New |
| 281 | Navigoe#281 · 4 sh | 4 | $0.00 | 0.00% | New |
| 282 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#282 · 61,099 sh | 61,099 | — | — | +7.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.