Community Financial System ICBU
13F holders, Q3 2025 (September 30)255holders −3
21new positions
22sold out
3famous investors
$58.68avg. 13F price*
At the end of Q3 2025, 255 institutions reported holding Community Financial System I (CBU) in their 13F filings, down 3 from Q2 2025. 21 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($436.1M), Vanguard Group Inc. ($370.2M) and Neuberger Berman Group LLC ($235.9M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $10.8M |
| Exits | 22 | $29.6M |
All 13F filers, Q2 2025 → Q3 2025: 2,600,050 shares bought and 2,006,131 shares sold, net +593,919 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| BlackRock, Inc. | 0.01% | Reduce -2.1% | 7,436,652 | $436.1M |
| Vanguard Group Inc. | 0.01% | Reduce -1.2% | 6,313,381 | $370.2M |
| Neuberger Berman Group LLC | 0.17% | Add +6.0% | 4,022,327 | $235.9M |
| State Street Corp. | 0.01% | Add +2.9% | 3,295,504 | $194.7M |
| Morgan Stanley | 0.01% | Add +1.9% | 2,266,462 | $132.9M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.5% | 1,816,048 | $106.5M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 1,251,067 | $73.4M |
| Federated Hermes, Inc. | 0.08% | Reduce -1.8% | 744,262 | $43.6M |
| FMR LLC | 0.00% | Add +470.6% | 737,159 | $43.2M |
| NFJ Investment Group, LLC | 1.46% | Add +588.8% | 726,051 | $42.6M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 642,590 | $37.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.4% | 638,056 | $37.4M |
| Bank of America Corp. | 0.00% | Add +132.8% | 636,257 | $37.3M |
| Deprince Race & Zollo Inc. | 0.69% | Reduce -0.9% | 585,532 | $34.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.1% | 524,438 | $30.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.2% | 515,358 | $30.2M |
| Segall Bryant & Hamill, LLC | 0.32% | Reduce -2.7% | 407,524 | $23.9M |
| Public Employees Retirement Association of Colorado | 0.08% | No change | 381,087 | $22.3M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -14.9% | 302,146 | $17.7M |
| UBS Group AG | 0.00% | Add +129.6% | 276,438 | $16.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -14.8% | 255,314 | $15.0M |
| Waldron Private Wealth LLC | 0.50% | Reduce -2.7% | 210,242 | $12.4M |
| Public Sector Pension Investment Board | 0.04% | Add +14.4% | 206,169 | $12.1M |
| Rhumbline Advisers | 0.01% | Add +1.5% | 153,136 | $9.0M |
| Invesco Ltd. | 0.00% | Reduce -55.0% | 151,853 | $8.9M |
| Victory Capital Management Inc. | 0.01% | Add +0.5% | 144,188 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.6% | 141,875 | $8.3M |
| Legal & General Group Plc | 0.00% | Reduce -2.7% | 139,954 | $8.2M |
| Nuveen, LLC | 0.00% | No change | 133,520 | $7.8M |
| Basswood Capital Management, L.L.C. | 0.33% | Reduce -54.2% | 122,201 | $7.2M |
| Community Bank, N.A. | 0.84% | Add +0.2% | 118,568 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.0% | 114,362 | $6.7M |
| ProShare Advisors LLC | 0.01% | Reduce -3.5% | 113,743 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 111,963 | $6.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -43.0% | 110,306 | $6.5M |
| Swiss National Bank | 0.00% | Add +1.5% | 102,400 | $6.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -10.3% | 95,345 | $5.6M |
| California Public Employees Retirement System | 0.00% | Reduce -0.3% | 92,010 | $5.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.1% | 83,421 | $4.9M |
| Sterling Capital Management LLC | 0.07% | Add +4.9% | 80,268 | $4.7M |
| Barclays PLC | 0.00% | Reduce -31.5% | 77,700 | $4.6M |
| Numerai GP LLC | 0.58% | New | 70,206 | $4.1M |
| Jacobi Capital Management LLC | 0.25% | Reduce -66.0% | 70,090 | $4.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.6% | 65,674 | $3.9M |
| First Trust Advisors LP | 0.00% | Reduce -35.3% | 62,526 | $3.7M |
| Wells Fargo & Company | 0.00% | Reduce -34.9% | 60,526 | $3.5M |
| Hilton Capital Management, LLC | 0.28% | Add +16.9% | 58,228 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +10.7% | 56,380 | $3.3M |
| Logan Capital Management Inc. | 0.14% | No change | 56,000 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.4% | 55,448 | $3.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -65.2% | 54,977 | $3.2M |
| Prudential Financial Inc. | 0.00% | Reduce -3.2% | 52,943 | $3.1M |
| Berkshire Asset Management LLC | 0.13% | Reduce -0.3% | 52,786 | $3.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.6% | 50,174 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +2.0% | 49,473 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +3.2% | 49,464 | $2.9M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 48,583 | $2.8M |
| Riggs Asset Managment Co. Inc. | 0.61% | Add +692.8% | 47,787 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -36.8% | 47,237 | $2.8M |
| Verition Fund Management LLC | 0.02% | New | 46,220 | $2.7M |
| Rafferty Asset Management, LLC | 0.01% | Add +27.6% | 45,899 | $2.7M |
| GW&K Investment Management, LLC | 0.02% | Reduce -3.6% | 45,664 | $2.7M |
| Millennium Management | 0.00% | Add +408.0% | 41,757 | $2.4M |
| Tidal Investments LLC | 0.01% | Add +16.3% | 41,111 | $2.4M |
| Deutsche Bank AG | 0.00% | Add +15.2% | 40,846 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.5% | 38,839 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +10.6% | 37,186 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -40.4% | 35,790 | $2.1M |
| Anchor Capital Advisors LLC | 0.06% | Add +7.8% | 35,616 | $2.1M |
| Voloridge Investment Management, LLC | 0.01% | Add +1.7% | 35,301 | $2.1M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Add +56.3% | 34,473 | $2.0M |
| LPL Financial LLC | 0.00% | Add +10.7% | 32,817 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.6% | 30,787 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.6% | 30,785 | $1.8M |
| HRT Financial LP | 0.01% | Add +713.1% | 29,232 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -8.7% | 28,731 | $1.7M |
| Canandaigua National Bank & Trust Co. | 0.15% | Reduce -10.3% | 28,530 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Add +0.4% | 27,996 | $1.6M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Add +64.9% | 27,504 | $1.6M |
| Carnegie Investment Counsel | 0.03% | Reduce -56.6% | 26,470 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.0% | 26,233 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 26,030 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 24,610 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.6% | 24,300 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +55.4% | 23,575 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 23,412 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -53.0% | 22,832 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +8.7% | 22,243 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -25.8% | 20,749 | $1.2M |
| Dark Forest Capital Management LP | 0.05% | New | 20,483 | $1.2M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -19.6% | 19,947 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +13.8% | 20,087 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -22.7% | 19,969 | $1.2M |
| Comerica Bank | 0.00% | Reduce -3.5% | 19,208 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 18,184 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 18,049 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +16.0% | 17,770 | $1.0M |
| Moody National Bank Trust Division | 0.09% | No change | 17,265 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.5% | 16,777 | $984K |
| Teacher Retirement System of Texas | 0.00% | Reduce -31.0% | 16,762 | $983K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -17.8% | 16,579 | $972K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.2% | 16,578 | $972K |
| Yousif Capital Management, LLC | 0.01% | Reduce -16.9% | 16,340 | $958K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 15,639 | $917K |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -38.6% | 15,532 | $911K |
| Amalgamated Bank | 0.01% | Add +1.9% | 15,295 | $897K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +29.2% | 15,258 | $895K |
| American Century Companies Inc. | 0.00% | Add +5.1% | 15,139 | $888K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.2% | 15,082 | $884K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -5.5% | 15,067 | $883K |
| AQR Capital Management | 0.00% | Add +25.9% | 14,526 | $852K |
| Two Sigma Investments, LP | 0.00% | Reduce -4.7% | 14,316 | $839K |
| Handelsbanken Fonder AB | 0.00% | Add +16.9% | 13,816 | $810K |
| Level Four Advisory Services, LLC | 0.03% | Add +3.6% | 13,773 | $808K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.8% | 13,461 | $789K |
| BNP Paribas Financial Markets | 0.00% | Add +128.9% | 13,071 | $766K |
| Franklin Resources Inc. | 0.00% | Add +3.1% | 12,656 | $742K |
| Sei Investments Co. | 0.00% | Reduce -1.4% | 12,656 | $742K |
| Truist Financial Corp. | 0.00% | Add +14.9% | 11,990 | $703K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.7% | 11,935 | $700K |
| Ausbil Investment Management Ltd | 0.35% | Add +97.7% | 11,289 | $657K |
| KLP Kapitalforvaltning As | 0.00% | No change | 11,100 | $655K |
| Raymond James Financial Inc. | 0.00% | Add +0.5% | 11,150 | $654K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +0.2% | 11,081 | $650K |
| Fulton Bank, N.A. | 0.02% | Add +11.0% | 10,965 | $643K |
| Meridian Wealth Partners, LLC | 0.09% | Reduce -0.1% | 10,927 | $641K |
| Alliance Wealth Advisors, LLC | 0.31% | Reduce -3.0% | 10,675 | $626K |
| Corient Private Wealth LP | 0.00% | Add +1.3% | 9,801 | $575K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.6% | 9,649 | $566K |
| Los Angeles Capital Management LLC | 0.00% | No change | 9,558 | $560K |
| Voya Investment Management LLC | 0.00% | Reduce -34.3% | 9,530 | $559K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -51.3% | 9,258 | $543K |
| Amundi | 0.00% | Add +5.5% | 9,171 | $541K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.8% | 8,906 | $523K |
| Strategic Financial Services, Inc. | 0.03% | No change | 8,812 | $517K |
| Trust Co. of Vermont | 0.02% | Reduce -1.0% | 8,669 | $508K |
| Holocene Advisors, LP | 0.00% | New | 8,432 | $494K |
| Carl P. Sherr & Co., LLC | 0.23% | No change | 8,170 | $479K |
| Inspire Investing, LLC | 0.04% | Add +12.9% | 7,713 | $452K |
| Benjamin Edwards Inc. | 0.01% | Add +43.9% | 7,639 | $448K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -51.1% | 7,599 | $446K |
| Hanson & Doremus Investment Management | 0.06% | Reduce -0.9% | 7,517 | $441K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.1% | 7,492 | $439K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +51.0% | 7,382 | $433K |
| Sovereign Financial Group, Inc. | 0.08% | No change | 7,294 | $428K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -18.1% | 7,112 | $417K |
| Cornell Pochily Investment Advisors, Inc. | 0.12% | No change | 6,834 | $401K |
| SG Americas Securities, LLC | 0.00% | Reduce -17.1% | 6,674 | $391K |
| Minerva Advisors LLC | 0.25% | No change | 6,618 | $388K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 6,412 | $376K |
| QRG Capital Management, Inc. | 0.00% | Reduce -6.2% | 6,321 | $371K |
| Allegheny Financial Group | 0.07% | Add +0.1% | 6,131 | $360K |
| Bank of Montreal | 0.00% | Reduce -45.5% | 6,012 | $353K |
| Banque Pictet & Cie SA | 0.00% | Reduce -0.7% | 5,989 | $351K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.8% | 5,921 | $347K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,647 | $331K |
| Park Avenue Securities LLC | 0.00% | Add +24.5% | 5,644 | $331K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.6% | 5,550 | $326K |
| Socha Financial Group, LLC | 0.14% | No change | 5,450 | $320K |
| State of Wisconsin Investment Board | 0.00% | Add +4.4% | 5,171 | $303K |
| Peoples Financial Services Corp. | 0.14% | No change | 5,100 | $299K |
| Quantinno Capital Management LP | 0.00% | New | 5,098 | $299K |
| Freestone Grove Partners LP | 0.00% | New | 4,776 | $280K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +24.0% | 4,722 | $277K |
| Drum Hill Capital, LLC | 0.31% | No change | 4,718 | $277K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -16.5% | 4,426 | $260K |
| Profund Advisors LLC | 0.01% | Add +1.4% | 4,262 | $250K |
| AE Wealth Management LLC | 0.00% | Add +6.6% | 4,254 | $249K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 4,161 | $244K |
| Xponance LLC | 0.00% | Add +1.1% | 4,154 | $244K |
| Melfa Wealth Management, Inc. | 0.14% | Reduce -4.2% | 4,040 | $237K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 4,000 | $235K |
| IFG Advisory, LLC | 0.01% | Reduce -6.4% | 3,933 | $231K |
| Operose Advisors LLC | 0.06% | No change | 3,925 | $230K |
| Stone House Investment Management, LLC | 0.04% | Add +7.0% | 3,848 | $226K |
| Pathway Financial Advisors LLC | 0.03% | Reduce -11.1% | 3,730 | $219K |
| Burns J W & Co. Inc. | 0.02% | Reduce -6.3% | 3,589 | $210K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,412 | $200K |
| Marshall & Sterling Wealth Advisors Inc. | 0.12% | No change | 3,150 | $185K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.2% | 2,965 | $174K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -1.9% | 2,721 | $160K |
| Principal Securities, Inc. | 0.00% | Add +7.5% | 2,510 | $147K |
| Farther Finance Advisors, LLC | 0.00% | Add +41.3% | 1,982 | $116K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,804 | $106K |
| KBC Group NV | 0.00% | No change | 1,668 | $98K |
| Covestor Ltd | 0.05% | Add +110.7% | 1,479 | $87K |
| Smartleaf Asset Management LLC | 0.01% | Add +14.9% | 1,456 | $86K |
| Abound Wealth Management | 0.02% | No change | 1,222 | $72K |
| NBT Bank, N.A. | 0.00% | No change | 1,202 | $70K |
| US Bancorp \de | 0.00% | No change | 1,123 | $66K |
| STRS Ohio | 0.00% | Reduce -21.4% | 1,100 | $65K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $59K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +0.7% | 952 | $56K |
| Blue Trust, Inc. | 0.00% | Add +13.8% | 910 | $53K |
| Cwm, LLC | 0.00% | Add +56.1% | 899 | $53K |
| Wealthspire Advisors, LLC | 0.00% | New | 806 | $47K |
| Center for Financial Planning, Inc. | 0.00% | No change | 780 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -6.3% | 732 | $43K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 706 | $41K |
| Rockefeller Capital Management L.P. | 0.00% | New | 682 | $40K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.2% | 582 | $34K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.9% | 570 | $33K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -2.2% | 533 | $31K |
| Versant Capital Management, Inc | 0.00% | No change | 478 | $28K |
| Clearstead Advisors, LLC | 0.00% | Reduce -62.2% | 425 | $25K |
| St Germain D J Co. Inc. | 0.00% | No change | 417 | $24K |
| Salomon & Ludwin, LLC | 0.00% | New | 394 | $23K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 390 | $23K |
| GAMMA Investing LLC | 0.00% | Add +16.0% | 362 | $21K |
| Hantz Financial Services, Inc. | 0.00% | Add +105.3% | 349 | $20K |
| Private Trust Co. NA | 0.00% | No change | 300 | $18K |
| Fifth Third Bancorp | 0.00% | No change | 292 | $17K |
| Arax Advisory Partners | 0.00% | Add +387.7% | 278 | $16K |
| Advisory Services Network, LLC | 0.00% | New | 277 | $16K |
| Smithfield Trust Co | 0.00% | No change | 270 | $16K |
| Bessemer Group Inc. | 0.00% | Add +57.5% | 285 | $16K |
| Optiver Holding B.V. | 0.00% | Add +200.0% | 204 | $12K |
| Danske Bank A/S | 0.00% | No change | 200 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +0.5% | 188 | $11K |
| Root Financial Partners, LLC | 0.00% | New | 149 | $9K |
| UMB Bank, n.a. | 0.00% | No change | 129 | $8K |
| Bare Financial Services, Inc | 0.00% | Reduce -9.8% | 120 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 118 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 103 | $6K |
| Hemington Wealth Management | 0.00% | Reduce -5.8% | 114 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 91 | $5K |
| Addison Advisors LLC | 0.00% | No change | 90 | $5K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 86 | $5K |
| Quadrant Capital Group LLC | 0.00% | New | 80 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -33.3% | 70 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 36 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 32 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -25.6% | 29 | $2K |
| Allworth Financial LP | 0.00% | Add +45.0% | 29 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 28 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | New | 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% | No change | 14 | $821 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $599 |
| Jones Financial Companies LLLP | 0.00% | No change | 8 | $478 |
| Larson Financial Group LLC | 0.00% | Reduce -27.3% | 8 | $469 |
| Essential Partners LLC | 0.00% | New | 7 | $410 |
| Huntington National Bank | 0.00% | No change | 7 | $410 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -57.1% | 6 | $352 |
| Rialto Wealth Management, LLC | 0.00% | Add +150.0% | 5 | $294 |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $294 |
| Signaturefd, LLC | 0.00% | New | 5 | $293 |
| HFM Investment Advisors, LLC | 0.00% | No change | 4 | $235 |
| Assetmark, Inc. | 0.00% | No change | 4 | $235 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $234 |
| AlphaQuest LLC | 0.00% | Add +100.0% | 2 | $117 |
| CIBC Private Wealth Group LLC | 0.00% | New | 1 | $59 |
| True Wealth Design, LLC | 0.00% | No change | 1 | $59 |
| Cloud Capital Management, LLC | 0.00% | New | 11 | $0 |
"% of holder's portfolio" is CBU's weight in each manager's 13F, not the share of Community Financial System I the manager owns.