Community Financial System ICBU
13F holders, Q1 2025 (March 31)267holders +13
37new positions
23sold out
5famous investors
$56.91avg. 13F price*
At the end of Q1 2025, 267 institutions reported holding Community Financial System I (CBU) in their 13F filings, up 13 from Q4 2024. 37 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($436.5M), Vanguard Group Inc. ($360.4M) and Neuberger Berman Group LLC ($206.5M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Community Financial System I
- CUSIP
- 203607106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $26.4M |
| Exits | 23 | $20.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,933,471 shares bought and 1,598,130 shares sold, net +335,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| BlackRock, Inc. | 0.01% | Add +2.2% | 7,677,402 | $436.5M |
| Vanguard Group Inc. | 0.01% | Reduce -1.5% | 6,338,337 | $360.4M |
| Neuberger Berman Group LLC | 0.17% | Add +7.2% | 3,631,552 | $206.5M |
| State Street Corp. | 0.01% | Reduce -11.5% | 3,219,185 | $184.6M |
| Morgan Stanley | 0.01% | Reduce -3.0% | 2,223,901 | $126.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.2% | 1,796,684 | $102.2M |
| Geode Capital Management, LLC | 0.01% | Add +3.3% | 1,241,548 | $70.6M |
| Federated Hermes, Inc. | 0.10% | Add +0.4% | 834,490 | $47.4M |
| Northern Trust Corp. | 0.01% | Reduce -1.6% | 667,060 | $37.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.2% | 646,723 | $36.8M |
| Norges Bank | 0.00% | Add +7.7% | 607,448 | $34.5M |
| Deprince Race & Zollo Inc. | 0.70% | Add +13.6% | 596,011 | $33.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.9% | 550,613 | $31.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.4% | 540,816 | $30.8M |
| Segall Bryant & Hamill, LLC | 0.38% | Reduce -7.0% | 430,414 | $24.5M |
| Public Employees Retirement Association of Colorado | 0.09% | No change | 381,087 | $21.7M |
| Invesco Ltd. | 0.00% | Add +80.2% | 339,696 | $19.3M |
| Balyasny Asset Management L.P. | 0.04% | Add +159.2% | 283,275 | $16.1M |
| Bank of America Corp. | 0.00% | Add +13.3% | 279,271 | $15.9M |
| Principal Financial Group Inc. | 0.01% | Add +2.9% | 262,245 | $14.9M |
| Waldron Private Wealth LLC | 0.58% | Reduce -6.7% | 212,820 | $12.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.8% | 178,567 | $10.2M |
| Public Sector Pension Investment Board | 0.04% | Add +27.6% | 167,039 | $9.5M |
| Nuveen, LLC | 0.00% | — | 163,453 | $9.3M |
| UBS Group AG | 0.00% | Reduce -33.5% | 159,840 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 157,454 | $9.0M |
| Rhumbline Advisers | 0.01% | Reduce -4.5% | 149,888 | $8.5M |
| Jane Street Group, LLC | 0.01% | Add +523.4% | 145,719 | $8.3M |
| Legal & General Group Plc | 0.00% | Reduce -4.1% | 141,651 | $8.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.4% | 136,619 | $7.8M |
| ProShare Advisors LLC | 0.02% | Add +2.7% | 131,192 | $7.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -2.5% | 130,816 | $7.4M |
| NFJ Investment Group, LLC | 0.24% | Reduce -3.1% | 126,612 | $7.2M |
| FMR LLC | 0.00% | Add +39.5% | 124,264 | $7.1M |
| Community Bank, N.A. | 0.87% | Reduce -1.6% | 114,081 | $6.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +5.3% | 108,063 | $6.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +9.3% | 105,300 | $6.0M |
| FJ Capital Management LLC | 0.62% | New | 105,128 | $6.0M |
| Swiss National Bank | 0.00% | Reduce -1.2% | 101,900 | $5.8M |
| Citigroup Inc. | 0.00% | Reduce -7.8% | 95,194 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +69.1% | 93,257 | $5.3M |
| Citadel Advisors | 0.01% | Add +77.9% | 93,220 | $5.3M |
| California Public Employees Retirement System | 0.00% | Add +0.9% | 92,011 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Add +149.4% | 85,508 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.7% | 83,987 | $4.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.1% | 83,621 | $4.8M |
| Jacobi Capital Management LLC | 0.34% | Reduce -23.4% | 80,150 | $4.6M |
| Barclays PLC | 0.00% | Reduce -29.0% | 77,989 | $4.4M |
| Sterling Capital Management LLC | 0.07% | Reduce -1.4% | 76,320 | $4.3M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 70,104 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 65,274 | $3.7M |
| Prudential Financial Inc. | 0.01% | Reduce -3.3% | 51,622 | $3.6M |
| Algert Global LLC | 0.08% | Reduce -16.5% | 57,608 | $3.3M |
| Logan Capital Management Inc. | 0.14% | No change | 56,000 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.3% | 55,815 | $3.2M |
| Carnegie Investment Counsel | 0.07% | Add +10.5% | 61,263 | $3.1M |
| Berkshire Asset Management LLC | 0.14% | No change | 53,188 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.9% | 50,687 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.2% | 50,406 | $2.9M |
| GW&K Investment Management, LLC | 0.03% | Reduce -2.3% | 49,393 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 48,389 | $2.8M |
| Hilton Capital Management, LLC | 0.22% | Add +12.5% | 45,195 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.4% | 43,129 | $2.5M |
| Deutsche Bank AG | 0.00% | Reduce -33.0% | 42,251 | $2.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.5% | 41,388 | $2.4M |
| Dark Forest Capital Management LP | 0.10% | Add +360.1% | 39,261 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +6.0% | 35,908 | $2.0M |
| Two Sigma Investments, LP | 0.00% | New | 35,848 | $2.0M |
| Tidal Investments LLC | 0.02% | Add +7.6% | 34,742 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +4.3% | 34,138 | $1.9M |
| Millennium Management | 0.00% | Add +31.5% | 33,617 | $1.9M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -30.1% | 33,411 | $1.9M |
| Anchor Capital Advisors LLC | 0.06% | Reduce -1.1% | 33,137 | $1.9M |
| Canandaigua National Bank & Trust Co. | 0.18% | Reduce -1.6% | 31,805 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 31,141 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.6% | 31,062 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.0% | 30,153 | $1.7M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -64.7% | 29,792 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -7.8% | 29,468 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.03% | New | 29,357 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Add +4.3% | 29,309 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.1% | 29,183 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.2% | 29,038 | $1.7M |
| LPL Financial LLC | 0.00% | Add +19.1% | 27,894 | $1.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 27,330 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Add +7.4% | 26,478 | $1.5M |
| Intech Investment Management LLC | 0.02% | Add +37.5% | 25,846 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 25,649 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.0% | 24,665 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.4% | 24,800 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 23,412 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -13.6% | 21,873 | $1.2M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 20,390 | $1.2M |
| Lazard Asset Management LLC | 0.00% | New | 20,267 | $1.2M |
| SG Americas Securities, LLC | 0.00% | New | 20,178 | $1.1M |
| Amundi | 0.00% | Reduce -20.4% | 21,103 | $1.1M |
| Comerica Bank | 0.00% | Reduce -2.4% | 19,744 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.3% | 19,440 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 19,008 | $1.1M |
| Moody National Bank Trust Division | 0.10% | No change | 17,265 | $982K |
| HighTower Advisors, LLC | 0.00% | Add +8.0% | 17,149 | $975K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 17,109 | $973K |
| New York State Common Retirement Fund | 0.00% | Reduce -3.8% | 16,249 | $924K |
| MML Investors Services, LLC | 0.00% | Add +10.2% | 16,237 | $923K |
| Squarepoint Ops LLC | 0.00% | New | 15,808 | $899K |
| Sei Investments Co. | 0.00% | Reduce -53.6% | 15,430 | $877K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -12.7% | 15,365 | $874K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,108 | $859K |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 15,077 | $857K |
| Amalgamated Bank | 0.01% | Reduce -2.7% | 14,969 | $851K |
| American Century Companies Inc. | 0.00% | Add +0.6% | 14,356 | $816K |
| Voya Investment Management LLC | 0.00% | Reduce -9.5% | 14,290 | $813K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 14,274 | $812K |
| Verition Fund Management LLC | 0.00% | New | 13,094 | $745K |
| Franklin Resources Inc. | 0.00% | Reduce -6.5% | 12,653 | $719K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.3% | 12,604 | $717K |
| Renaissance Technologies | 0.00% | New | 12,308 | $700K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 12,210 | $694K |
| Level Four Advisory Services, LLC | 0.03% | Add +9.6% | 12,194 | $693K |
| Natixis Advisors, LLC | 0.00% | Reduce -14.2% | 12,118 | $689K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.4% | 12,044 | $685K |
| AQR Capital Management | 0.00% | Reduce -19.6% | 11,981 | $681K |
| Handelsbanken Fonder AB | 0.00% | No change | 11,816 | $672K |
| Cibc World Markets Corp. | 0.01% | Add +137.2% | 11,609 | $660K |
| Alliance Wealth Advisors, LLC | 0.38% | No change | 11,370 | $646K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 11,138 | $633K |
| Truist Financial Corp. | 0.00% | Add +17.1% | 11,103 | $631K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 11,080 | $630K |
| Bank of Montreal | 0.00% | Add +20.4% | 11,000 | $625K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 10,950 | $622K |
| Meridian Wealth Partners, LLC | 0.10% | New | 10,934 | $622K |
| Cetera Investment Advisers | 0.00% | Add +8.8% | 10,900 | $620K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -8.3% | 10,000 | $573K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | No change | 9,864 | $561K |
| Atria Investments, Inc | 0.01% | Add +11.2% | 9,832 | $559K |
| Fulton Bank, N.A. | 0.02% | Add +2.6% | 9,755 | $555K |
| Corient Private Wealth LP | 0.00% | Add +13.7% | 9,697 | $551K |
| Occudo Quantitative Strategies LP | 0.07% | Reduce -17.9% | 9,622 | $546K |
| Los Angeles Capital Management LLC | 0.00% | New | 9,558 | $543K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.0% | 9,425 | $536K |
| Resources Management Corp. /CT/ | 0.07% | No change | 9,250 | $526K |
| Strategic Financial Services, Inc. | 0.03% | Reduce -2.3% | 9,035 | $514K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +6.3% | 9,028 | $513K |
| Two Sigma Advisers, LP | 0.00% | New | 9,000 | $512K |
| Trust Co. of Vermont | 0.02% | Add +31.5% | 8,756 | $498K |
| Pictet Asset Management Holding SA | 0.00% | Add +28.0% | 8,689 | $494K |
| Hanson & Doremus Investment Management | 0.07% | Reduce -3.1% | 8,617 | $490K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.5% | 8,418 | $479K |
| Carl P. Sherr & Co., LLC | 0.25% | No change | 8,170 | $465K |
| HSBC Holdings PLC | 0.00% | Reduce -39.3% | 7,867 | $447K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 7,792 | $443K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.7% | 7,670 | $436K |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.8% | 7,642 | $435K |
| Sovereign Financial Group, Inc. | 0.10% | No change | 7,294 | $415K |
| Point72 Asset Management | 0.00% | New | 7,100 | $404K |
| Cornell Pochily Investment Advisors, Inc. | 0.14% | No change | 6,834 | $389K |
| Minerva Advisors LLC | 0.27% | No change | 6,618 | $376K |
| QRG Capital Management, Inc. | 0.00% | Add +12.5% | 6,563 | $373K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.6% | 6,501 | $370K |
| Banque Pictet & Cie SA | 0.00% | New | 6,433 | $366K |
| Aquatic Capital Management LLC | 0.01% | Add +209.7% | 6,263 | $356K |
| Virtu Financial LLC | 0.02% | New | 6,234 | $354K |
| Allegheny Financial Group | 0.09% | Reduce -2.6% | 6,112 | $348K |
| Inspire Investing, LLC | 0.04% | Reduce -6.8% | 6,059 | $345K |
| Riggs Asset Managment Co. Inc. | 0.10% | Reduce -1.4% | 6,028 | $343K |
| Quantedge Capital Pte Ltd | 0.11% | Reduce -78.7% | 6,000 | $341K |
| Ausbil Investment Management Ltd | 0.20% | Reduce -66.0% | 5,710 | $325K |
| Quadrature Capital Ltd | 0.01% | New | 5,598 | $318K |
| State of Wisconsin Investment Board | 0.00% | Add +15.8% | 5,565 | $316K |
| Socha Financial Group, LLC | 0.15% | No change | 5,450 | $310K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,300 | $301K |
| Peoples Financial Services Corp. | 0.14% | No change | 5,100 | $290K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.0% | 4,990 | $284K |
| HRT Financial LP | 0.00% | New | 4,960 | $282K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 4,887 | $278K |
| Benjamin Edwards Inc. | 0.00% | Reduce -7.5% | 4,737 | $269K |
| Drum Hill Capital, LLC | 0.32% | No change | 4,718 | $268K |
| Eisler Capital Management Ltd. | 0.01% | New | 4,522 | $257K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 4,509 | $256K |
| Point72 (DIFC) Ltd | 0.02% | New | 4,442 | $253K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.07% | New | 4,419 | $251K |
| Park Avenue Securities LLC | 0.00% | Add +18.0% | 4,320 | $246K |
| Melfa Wealth Management, Inc. | 0.16% | Reduce -12.6% | 4,219 | $240K |
| IFG Advisory, LLC | 0.01% | No change | 4,203 | $239K |
| Pathway Financial Advisors LLC | 0.04% | Add +4.5% | 4,196 | $239K |
| Profund Advisors LLC | 0.01% | Reduce -44.6% | 4,184 | $238K |
| Burns J W & Co. Inc. | 0.03% | Reduce -3.2% | 4,107 | $233K |
| Allianz Asset Management GmbH | 0.00% | Reduce -40.6% | 4,100 | $233K |
| Harbor Advisors LLC | 0.04% | No change | 4,058 | $231K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 4,000 | $227K |
| AE Wealth Management LLC | 0.00% | Reduce -13.4% | 3,949 | $225K |
| Xponance LLC | 0.00% | Add +4.9% | 3,950 | $225K |
| Advantage Alpha Capital Partners LP | 0.05% | Reduce -60.8% | 3,937 | $224K |
| Operose Advisors LLC | 0.07% | No change | 3,925 | $223K |
| &partners | 0.00% | New | 3,789 | $215K |
| Jain Global LLC | 0.00% | Reduce -50.6% | 3,611 | $205K |
| MQS Management LLC | 0.12% | New | 3,598 | $205K |
| Stone House Investment Management, LLC | 0.04% | New | 3,598 | $205K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,570 | $203K |
| Marshall & Sterling Wealth Advisors Inc. | 0.12% | Reduce -5.3% | 3,150 | $179K |
| KBC Group NV | 0.00% | Add +19.8% | 2,798 | $159K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -71.4% | 2,729 | $155K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +8.7% | 2,114 | $120K |
| Principal Securities, Inc. | 0.00% | No change | 1,774 | $109K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 1,810 | $103K |
| STRS Ohio | 0.00% | No change | 1,800 | $102K |
| Assetmark, Inc. | 0.00% | Reduce -28.0% | 1,484 | $84K |
| Smartleaf Asset Management LLC | 0.01% | Add +6.7% | 1,283 | $73K |
| Clearstead Advisors, LLC | 0.00% | Reduce -3.1% | 1,239 | $70K |
| Abound Wealth Management | 0.02% | No change | 1,222 | $69K |
| NBT Bank, N.A. | 0.00% | No change | 1,202 | $68K |
| US Bancorp \de | 0.00% | Add +3.9% | 1,123 | $64K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -56.2% | 1,000 | $57K |
| Brown, Lisle/Cummings, Inc. | 0.02% | Add +0.9% | 937 | $53K |
| Blue Trust, Inc. | 0.00% | No change | 800 | $45K |
| Center for Financial Planning, Inc. | 0.01% | No change | 780 | $44K |
| Rise Advisors, LLC | 0.02% | Add +48.8% | 698 | $40K |
| Cwm, LLC | 0.00% | Reduce -8.1% | 678 | $39K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.2% | 644 | $37K |
| Covestor Ltd | 0.02% | Add +639.5% | 562 | $32K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.9% | 561 | $31K |
| Versant Capital Management, Inc | 0.00% | No change | 478 | $27K |
| Quadrant Capital Group LLC | 0.00% | No change | 439 | $25K |
| St Germain D J Co. Inc. | 0.00% | No change | 417 | $24K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 390 | $22K |
| Coldstream Capital Management Inc. | 0.00% | New | 349 | $20K |
| GAMMA Investing LLC | 0.00% | Add +159.5% | 314 | $18K |
| Private Trust Co. NA | 0.00% | No change | 300 | $17K |
| Fifth Third Bancorp | 0.00% | No change | 300 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +27.0% | 282 | $16K |
| Smithfield Trust Co | 0.00% | No change | 270 | $15K |
| Danske Bank A/S | 0.00% | No change | 200 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -22.8% | 152 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Add +91.0% | 149 | $8K |
| Brooklyn Investment Group | 0.00% | New | 148 | $8K |
| Bessemer Group Inc. | 0.00% | Reduce -27.5% | 140 | $8K |
| UMB Bank, n.a. | 0.00% | No change | 129 | $7K |
| Optiver Holding B.V. | 0.00% | New | 119 | $7K |
| Hemington Wealth Management | 0.00% | Add +8.9% | 110 | $6K |
| Simplex Trading, LLC | 0.00% | New | 120 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 91 | $5K |
| Addison Advisors LLC | 0.00% | No change | 90 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Add +22.2% | 66 | $4K |
| Rothschild Investment LLC | 0.00% | Add +16.7% | 70 | $4K |
| Quarry LP | 0.00% | Reduce -79.8% | 67 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -20.3% | 55 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +125.0% | 36 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 36 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -15.8% | 32 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 30 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 26 | $1K |
| Allworth Financial LP | 0.00% | No change | 20 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 18 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 20 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 15 | $853 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.7% | 14 | $796 |
| SJS Investment Consulting Inc. | 0.00% | No change | 10 | $569 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 8 | $455 |
| Global Financial Private Client, LLC | 0.00% | Add +133.3% | 7 | $398 |
| Hexagon Capital Partners LLC | 0.00% | No change | 7 | $398 |
| Huntington National Bank | 0.00% | No change | 7 | $398 |
| Larson Financial Group LLC | 0.00% | Reduce -28.6% | 5 | $284 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $57 |
| AlphaQuest LLC | 0.00% | No change | 1 | $57 |
| True Wealth Design, LLC | 0.00% | New | 1 | $57 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $57 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $57 |
"% of holder's portfolio" is CBU's weight in each manager's 13F, not the share of Community Financial System I the manager owns.