Community Financial System ICBU
13F holders, Q2 2025 (June 30)258holders −9
18new positions
27sold out
5famous investors
$56.90avg. 13F price*
At the end of Q2 2025, 258 institutions reported holding Community Financial System I (CBU) in their 13F filings, down 9 from Q1 2025. 18 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($432.2M), Vanguard Group Inc. ($363.4M) and Neuberger Berman Group LLC ($215.9M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Community Financial System I
- CUSIP
- 203607106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $23.0M |
| Exits | 27 | $11.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,435,205 shares bought and 999,313 shares sold, net +435,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| BlackRock, Inc. | 0.01% | Reduce -1.0% | 7,598,948 | $432.2M |
| Vanguard Group Inc. | 0.01% | Add +0.8% | 6,390,604 | $363.4M |
| Neuberger Berman Group LLC | 0.17% | Add +4.5% | 3,795,979 | $215.9M |
| State Street Corp. | 0.01% | Reduce -0.5% | 3,203,106 | $183.6M |
| Morgan Stanley | 0.01% | Add +0.0% | 2,224,430 | $126.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.6% | 1,825,822 | $103.8M |
| Geode Capital Management, LLC | 0.01% | Add +0.1% | 1,242,767 | $70.7M |
| Federated Hermes, Inc. | 0.08% | Reduce -9.2% | 757,625 | $43.1M |
| Northern Trust Corp. | 0.01% | Reduce -2.9% | 647,987 | $36.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.7% | 629,512 | $35.8M |
| Norges Bank | 0.00% | No change | 607,448 | $34.5M |
| Deprince Race & Zollo Inc. | 0.70% | Reduce -0.8% | 591,032 | $33.6M |
| Bank of New York Mellon Corp | 0.01% | Add +0.1% | 541,206 | $30.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.4% | 504,362 | $28.7M |
| Segall Bryant & Hamill, LLC | 0.33% | Reduce -2.6% | 419,010 | $23.8M |
| Public Employees Retirement Association of Colorado | 0.08% | No change | 381,087 | $21.7M |
| Balyasny Asset Management L.P. | 0.05% | Add +25.3% | 354,906 | $20.2M |
| Invesco Ltd. | 0.00% | Reduce -0.8% | 337,149 | $19.2M |
| Principal Financial Group Inc. | 0.01% | Add +14.3% | 299,745 | $17.0M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 273,245 | $15.5M |
| FJ Capital Management LLC | 1.63% | Add +157.0% | 270,197 | $15.4M |
| Basswood Capital Management, L.L.C. | 0.76% | New | 267,018 | $15.2M |
| Waldron Private Wealth LLC | 0.54% | Add +1.6% | 216,121 | $12.4M |
| Jacobi Capital Management LLC | 0.78% | Add +157.0% | 206,003 | $11.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +41.6% | 193,472 | $11.0M |
| Public Sector Pension Investment Board | 0.04% | Add +7.9% | 180,167 | $10.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +49.9% | 157,879 | $9.0M |
| Rhumbline Advisers | 0.01% | Add +0.7% | 150,916 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.6% | 148,658 | $8.5M |
| Legal & General Group Plc | 0.00% | Add +1.6% | 143,888 | $8.2M |
| Victory Capital Management Inc. | 0.01% | Add +9.7% | 143,525 | $8.2M |
| Nuveen, LLC | 0.00% | Reduce -18.3% | 133,520 | $7.6M |
| FMR LLC | 0.00% | Add +4.0% | 129,184 | $7.3M |
| UBS Group AG | 0.00% | Reduce -24.7% | 120,389 | $6.8M |
| Community Bank, N.A. | 0.88% | Add +3.7% | 118,285 | $6.7M |
| ProShare Advisors LLC | 0.01% | Reduce -10.2% | 117,839 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.2% | 117,550 | $6.7M |
| Barclays PLC | 0.00% | Add +45.5% | 113,505 | $6.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -1.7% | 106,259 | $6.0M |
| NFJ Investment Group, LLC | 0.21% | Reduce -16.7% | 105,413 | $6.0M |
| Swiss National Bank | 0.00% | Reduce -1.0% | 100,900 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.4% | 97,781 | $5.6M |
| First Trust Advisors LP | 0.00% | Add +169.2% | 96,664 | $5.5M |
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 92,990 | $5.3M |
| California Public Employees Retirement System | 0.00% | Add +0.3% | 92,254 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Add +4.6% | 89,435 | $5.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.1% | 83,521 | $4.8M |
| Sterling Capital Management LLC | 0.06% | Add +0.3% | 76,510 | $4.4M |
| Citigroup Inc. | 0.00% | Reduce -21.4% | 74,778 | $4.3M |
| Prudential Financial Inc. | 0.00% | Add +6.0% | 54,718 | $3.7M |
| Alliancebernstein L.P. | 0.00% | No change | 65,274 | $3.7M |
| Carnegie Investment Counsel | 0.07% | Reduce -0.5% | 60,935 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -35.6% | 60,026 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.2% | 55,693 | $3.3M |
| Logan Capital Management Inc. | 0.15% | No change | 56,000 | $3.2M |
| Berkshire Asset Management LLC | 0.14% | Reduce -0.4% | 52,968 | $3.0M |
| Algert Global LLC | 0.06% | Reduce -10.9% | 51,328 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.0% | 50,920 | $2.9M |
| Tudor Investment Corporation | 0.02% | New | 50,312 | $2.9M |
| Hilton Capital Management, LLC | 0.23% | Add +10.3% | 49,827 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +0.4% | 48,580 | $2.8M |
| Jane Street Group, LLC | 0.00% | Reduce -66.7% | 48,556 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -4.3% | 48,516 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +40.4% | 47,912 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.2% | 47,526 | $2.7M |
| GW&K Investment Management, LLC | 0.02% | Reduce -4.1% | 47,361 | $2.7M |
| Waterford Advisors, LLC | 0.94% | New | 64,107 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.8% | 39,823 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Add +7.6% | 35,956 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -16.1% | 35,446 | $2.0M |
| Tidal Investments LLC | 0.01% | Add +1.8% | 35,354 | $2.0M |
| Voloridge Investment Management, LLC | 0.01% | Add +16.6% | 34,725 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.2% | 33,615 | $1.9M |
| Anchor Capital Advisors LLC | 0.06% | Reduce -0.3% | 33,024 | $1.9M |
| Canandaigua National Bank & Trust Co. | 0.17% | No change | 31,805 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +4.8% | 31,602 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Add +7.8% | 31,462 | $1.8M |
| LPL Financial LLC | 0.00% | Add +6.3% | 29,654 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.8% | 29,034 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 27,951 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -4.8% | 27,895 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.9% | 27,612 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.2% | 26,713 | $1.5M |
| Intech Investment Management LLC | 0.01% | No change | 25,846 | $1.5M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -13.8% | 25,297 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.5% | 24,794 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.4% | 24,700 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -8.3% | 24,291 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 23,412 | $1.3M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | New | 22,053 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +1.0% | 20,468 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -7.8% | 20,169 | $1.1M |
| Comerica Bank | 0.00% | Add +0.8% | 19,900 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Add +1.2% | 19,665 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +56.1% | 19,060 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 19,008 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +11.1% | 18,049 | $1.0M |
| Dynamic Technology Lab Private Ltd | 0.14% | Add +61.5% | 17,690 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +8.7% | 17,651 | $1.0M |
| Moody National Bank Trust Division | 0.09% | No change | 17,265 | $982K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 17,030 | $968K |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Reduce -76.2% | 16,675 | $948K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.8% | 15,949 | $907K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.3% | 15,607 | $888K |
| Maryland State Retirement & Pension System | 0.02% | Add +1.1% | 15,532 | $883K |
| Arizona State Retirement System | 0.01% | Add +2.3% | 15,420 | $877K |
| Atria Investments, Inc | 0.01% | Add +55.8% | 15,321 | $871K |
| Cetera Investment Advisers | 0.00% | Add +39.2% | 15,175 | $863K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,108 | $859K |
| Two Sigma Investments, LP | 0.00% | Reduce -58.1% | 15,027 | $855K |
| Amalgamated Bank | 0.01% | Add +0.3% | 15,017 | $854K |
| Voya Investment Management LLC | 0.00% | Add +1.5% | 14,501 | $825K |
| American Century Companies Inc. | 0.00% | Add +0.3% | 14,399 | $819K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.7% | 13,569 | $772K |
| Occudo Quantitative Strategies LP | 0.09% | Add +39.1% | 13,385 | $761K |
| Level Four Advisory Services, LLC | 0.03% | Add +9.0% | 13,293 | $756K |
| Sei Investments Co. | 0.00% | Reduce -16.8% | 12,831 | $730K |
| Franklin Resources Inc. | 0.00% | Reduce -3.0% | 12,273 | $698K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.8% | 12,144 | $691K |
| Natixis Advisors, LLC | 0.00% | Reduce -0.4% | 12,073 | $687K |
| Handelsbanken Fonder AB | 0.00% | No change | 11,816 | $672K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +6.0% | 11,810 | $672K |
| AQR Capital Management | 0.00% | Reduce -3.7% | 11,534 | $656K |
| KLP Kapitalforvaltning As | 0.00% | Add +11.0% | 11,100 | $636K |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 11,095 | $631K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +22.4% | 11,054 | $629K |
| Bank of Montreal | 0.00% | Add +0.4% | 11,040 | $628K |
| Alliance Wealth Advisors, LLC | 0.34% | Reduce -3.2% | 11,011 | $626K |
| Meridian Wealth Partners, LLC | 0.09% | No change | 10,934 | $622K |
| Aquatic Capital Management LLC | 0.01% | Add +69.7% | 10,627 | $604K |
| Truist Financial Corp. | 0.00% | Reduce -6.0% | 10,432 | $593K |
| Fulton Bank, N.A. | 0.02% | Add +1.3% | 9,880 | $562K |
| Corient Private Wealth LP | 0.00% | Reduce -0.2% | 9,678 | $550K |
| Los Angeles Capital Management LLC | 0.00% | No change | 9,558 | $544K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.8% | 9,496 | $540K |
| Osaic Holdings, Inc. | 0.00% | Add +11.2% | 9,358 | $532K |
| Amundi | 0.00% | Reduce -58.8% | 8,691 | $514K |
| Strategic Financial Services, Inc. | 0.03% | Reduce -2.5% | 8,812 | $501K |
| Trust Co. of Vermont | 0.02% | No change | 8,756 | $498K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,689 | $494K |
| Millennium Management | 0.00% | Reduce -75.5% | 8,220 | $467K |
| Carl P. Sherr & Co., LLC | 0.23% | No change | 8,170 | $465K |
| SG Americas Securities, LLC | 0.00% | Reduce -60.1% | 8,053 | $458K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.5% | 8,062 | $458K |
| Hanson & Doremus Investment Management | 0.06% | Reduce -11.9% | 7,587 | $431K |
| Sovereign Financial Group, Inc. | 0.09% | No change | 7,294 | $415K |
| HSBC Holdings PLC | 0.00% | Reduce -11.3% | 6,981 | $398K |
| Cornell Pochily Investment Advisors, Inc. | 0.13% | No change | 6,834 | $389K |
| Inspire Investing, LLC | 0.04% | Add +12.8% | 6,832 | $389K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -11.5% | 6,789 | $386K |
| QRG Capital Management, Inc. | 0.00% | Add +2.7% | 6,740 | $383K |
| Renaissance Technologies | 0.00% | Reduce -45.5% | 6,708 | $381K |
| Cibc World Markets Corp. | 0.00% | Reduce -43.8% | 6,527 | $371K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +206.2% | 6,474 | $368K |
| Minerva Advisors LLC | 0.24% | No change | 6,618 | $367K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 6,423 | $365K |
| Allegheny Financial Group | 0.08% | Add +0.2% | 6,122 | $348K |
| Riggs Asset Managment Co. Inc. | 0.08% | No change | 6,028 | $343K |
| Banque Pictet & Cie SA | 0.00% | Reduce -6.3% | 6,028 | $343K |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.3% | 5,711 | $325K |
| Ausbil Investment Management Ltd | 0.19% | No change | 5,710 | $325K |
| Pathstone Holdings, LLC | 0.00% | New | 5,585 | $318K |
| Socha Financial Group, LLC | 0.14% | No change | 5,450 | $310K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 5,417 | $308K |
| Benjamin Edwards Inc. | 0.00% | Add +12.0% | 5,307 | $302K |
| 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 +1.9% | 5,084 | $289K |
| State of Wisconsin Investment Board | 0.00% | Reduce -11.0% | 4,954 | $282K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 4,887 | $278K |
| Drum Hill Capital, LLC | 0.30% | No change | 4,718 | $268K |
| Park Avenue Securities LLC | 0.00% | Add +5.0% | 4,534 | $258K |
| Melfa Wealth Management, Inc. | 0.15% | No change | 4,219 | $240K |
| Profund Advisors LLC | 0.01% | Add +0.5% | 4,204 | $239K |
| IFG Advisory, LLC | 0.01% | No change | 4,203 | $239K |
| Pathway Financial Advisors LLC | 0.03% | No change | 4,196 | $239K |
| Mariner, LLC | 0.00% | New | 4,188 | $238K |
| Xponance LLC | 0.00% | Add +4.0% | 4,110 | $234K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 4,000 | $227K |
| Two Sigma Advisers, LP | 0.00% | Reduce -55.6% | 4,000 | $227K |
| AE Wealth Management LLC | 0.00% | Add +1.1% | 3,991 | $227K |
| Operose Advisors LLC | 0.06% | No change | 3,925 | $223K |
| Burns J W & Co. Inc. | 0.03% | Reduce -6.8% | 3,829 | $218K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.7% | 3,809 | $217K |
| Stone House Investment Management, LLC | 0.04% | No change | 3,598 | $205K |
| HRT Financial LP | 0.00% | Reduce -27.5% | 3,595 | $204K |
| Marshall & Sterling Wealth Advisors Inc. | 0.12% | No change | 3,150 | $179K |
| Gitterman Wealth Management, LLC | 0.04% | New | 2,957 | $168K |
| New Age Alpha Advisors, LLC | 0.01% | Add +1.6% | 2,773 | $158K |
| Principal Securities, Inc. | 0.00% | Add +31.6% | 2,334 | $133K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 1,804 | $103K |
| KBC Group NV | 0.00% | Reduce -40.4% | 1,668 | $95K |
| Farther Finance Advisors, LLC | 0.00% | Add +841.6% | 1,403 | $80K |
| STRS Ohio | 0.00% | Reduce -22.2% | 1,400 | $80K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -1.3% | 1,267 | $72K |
| Abound Wealth Management | 0.02% | No change | 1,222 | $69K |
| NBT Bank, N.A. | 0.00% | No change | 1,202 | $68K |
| Clearstead Advisors, LLC | 0.00% | Reduce -9.3% | 1,124 | $64K |
| US Bancorp \de | 0.00% | No change | 1,123 | $64K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $57K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +0.8% | 945 | $54K |
| Blue Trust, Inc. | 0.00% | No change | 800 | $45K |
| Quarry LP | 0.01% | Add +1067.2% | 782 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +176.9% | 781 | $44K |
| Center for Financial Planning, Inc. | 0.01% | No change | 780 | $44K |
| Covestor Ltd | 0.02% | Add +24.9% | 702 | $40K |
| Rise Advisors, LLC | 0.02% | Add +0.7% | 703 | $40K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -9.5% | 583 | $33K |
| Cwm, LLC | 0.00% | Reduce -15.0% | 576 | $33K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.7% | 565 | $32K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 545 | $31K |
| Versant Capital Management, Inc | 0.00% | No change | 478 | $27K |
| St Germain D J Co. Inc. | 0.00% | No change | 417 | $24K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 390 | $22K |
| GAMMA Investing LLC | 0.00% | Reduce -0.6% | 312 | $18K |
| Private Trust Co. NA | 0.00% | No change | 300 | $17K |
| Fifth Third Bancorp | 0.00% | Reduce -2.7% | 292 | $17K |
| Smithfield Trust Co | 0.00% | No change | 270 | $15K |
| Brooklyn Investment Group | 0.00% | Add +41.2% | 209 | $12K |
| Danske Bank A/S | 0.00% | No change | 200 | $11K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 198 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +23.0% | 187 | $11K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 182 | $11K |
| Hantz Financial Services, Inc. | 0.00% | Add +157.6% | 170 | $10K |
| Bessemer Group Inc. | 0.00% | Add +29.3% | 181 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +411.5% | 133 | $8K |
| UMB Bank, n.a. | 0.00% | No change | 129 | $7K |
| Hemington Wealth Management | 0.00% | Add +10.0% | 121 | $6K |
| Rothschild Investment LLC | 0.00% | Add +50.0% | 105 | $6K |
| Parkside Financial Bank & Trust | 0.00% | Add +186.1% | 103 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 91 | $5K |
| Addison Advisors LLC | 0.00% | No change | 90 | $5K |
| Optiver Holding B.V. | 0.00% | Reduce -42.9% | 68 | $4K |
| Arax Advisory Partners | 0.00% | Add +3.6% | 57 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +30.0% | 39 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 36 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 32 | $2K |
| MAI Capital Management | 0.00% | New | 29 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 28 | $2K |
| 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 |
| Fortitude Family Office, LLC | 0.00% | New | 14 | $796 |
| SBI Securities Co., Ltd. | 0.00% | No change | 14 | $796 |
| Larson Financial Group LLC | 0.00% | Add +120.0% | 11 | $626 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +25.0% | 10 | $569 |
| Jones Financial Companies LLLP | 0.00% | New | 8 | $457 |
| Raleigh Capital Management Inc. | 0.00% | New | 8 | $438 |
| Huntington National Bank | 0.00% | No change | 7 | $398 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 5 | $285 |
| HFM Investment Advisors, LLC | 0.00% | Add +300.0% | 4 | $227 |
| Assetmark, Inc. | 0.00% | Reduce -99.7% | 4 | $227 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $171 |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $114 |
| Global Retirement Partners, LLC | 0.00% | — | 1 | $64 |
| AlphaQuest LLC | 0.00% | No change | 1 | $57 |
| True Wealth Design, LLC | 0.00% | No change | 1 | $57 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 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.