Community Financial System ICBU
13F holders, Q4 2025 (December 31)264holders +9
19new positions
20sold out
3famous investors
$57.49avg. 13F price*
At the end of Q4 2025, 264 institutions reported holding Community Financial System I (CBU) in their 13F filings, up 9 from Q3 2025. 19 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($433.2M), Vanguard Group Inc. ($360.4M) and Neuberger Berman Group LLC ($219.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $5.6M |
| Exits | 20 | $13.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,956,264 shares bought and 1,803,402 shares sold, net +152,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| BlackRock, Inc. | 0.01% | Add +1.4% | 7,541,520 | $433.2M |
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 6,275,222 | $360.4M |
| Neuberger Berman Group LLC | 0.16% | Reduce -5.2% | 3,812,445 | $219.0M |
| State Street Corp. | 0.01% | Reduce -5.1% | 3,127,250 | $181.1M |
| Morgan Stanley | 0.01% | Reduce -11.5% | 2,005,436 | $115.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.0% | 1,797,967 | $103.3M |
| FMR LLC | 0.00% | Add +128.0% | 1,680,717 | $96.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 1,248,549 | $71.7M |
| NFJ Investment Group, LLC | 1.44% | Reduce -4.2% | 695,820 | $40.0M |
| Norges Bank | 0.00% | — | 678,844 | $39.0M |
| Federated Hermes, Inc. | 0.06% | Reduce -9.7% | 671,906 | $38.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.5% | 635,048 | $36.5M |
| Northern Trust Corp. | 0.00% | Reduce -6.1% | 603,397 | $34.7M |
| Bank of America Corp. | 0.00% | Reduce -8.9% | 579,353 | $33.3M |
| Bank of New York Mellon Corp | 0.01% | Add +3.2% | 541,428 | $31.1M |
| Deprince Race & Zollo Inc. | 0.53% | Reduce -18.4% | 477,683 | $27.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.2% | 431,865 | $24.8M |
| Riggs Asset Managment Co. Inc. | 4.65% | Add +740.1% | 401,450 | $23.1M |
| Public Employees Retirement Association of Colorado | 0.08% | No change | 381,087 | $21.9M |
| Segall Bryant & Hamill, LLC | 0.29% | Reduce -8.9% | 371,224 | $21.3M |
| Balyasny Asset Management L.P. | 0.04% | Add +5.0% | 317,274 | $18.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.6% | 251,187 | $14.4M |
| Waldron Private Wealth LLC | 0.48% | No change | 210,242 | $12.1M |
| UBS Group AG | 0.00% | Reduce -26.2% | 204,127 | $11.7M |
| Public Sector Pension Investment Board | 0.04% | Reduce -11.6% | 182,285 | $10.5M |
| SG Americas Securities, LLC | 0.01% | Add +2430.6% | 168,892 | $9.7M |
| Victory Capital Management Inc. | 0.00% | Add +3.3% | 148,876 | $8.6M |
| Rhumbline Advisers | 0.01% | Reduce -3.8% | 147,265 | $8.5M |
| Legal & General Group Plc | 0.00% | Reduce -3.6% | 134,944 | $7.8M |
| Nuveen, LLC | 0.00% | Reduce -0.9% | 132,307 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 132,192 | $7.6M |
| Invesco Ltd. | 0.00% | Reduce -13.1% | 131,925 | $7.6M |
| Basswood Capital Management, L.L.C. | 0.31% | No change | 122,201 | $7.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.5% | 118,586 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 116,002 | $6.7M |
| ProShare Advisors LLC | 0.01% | Reduce -2.2% | 111,228 | $6.4M |
| Swiss National Bank | 0.00% | Add +1.8% | 104,200 | $6.0M |
| Community Bank, N.A. | 0.70% | Reduce -13.5% | 102,512 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.8% | 96,485 | $5.5M |
| Barclays PLC | 0.00% | Add +20.5% | 93,642 | $5.4M |
| California Public Employees Retirement System | 0.00% | Add +1.6% | 93,472 | $5.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.8% | 91,715 | $5.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.4% | 83,121 | $4.8M |
| Citadel Advisors | 0.00% | Add +130.2% | 82,381 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +32.6% | 80,286 | $4.6M |
| Sterling Capital Management LLC | 0.07% | Reduce -10.0% | 72,207 | $4.1M |
| Jacobi Capital Management LLC | 0.23% | Reduce -0.4% | 69,789 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Add +4.3% | 68,464 | $3.9M |
| Hilton Capital Management, LLC | 0.28% | Add +10.9% | 64,582 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.1% | 58,130 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 55,397 | $3.3M |
| Logan Capital Management Inc. | 0.14% | No change | 56,000 | $3.2M |
| First Trust Advisors LP | 0.00% | Reduce -12.3% | 54,857 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 52,430 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 49,971 | $2.9M |
| California State Teachers Retirement System | 0.00% | Add +2.8% | 49,961 | $2.9M |
| Prudential Financial Inc. | 0.00% | Reduce -6.5% | 49,502 | $2.8M |
| American Century Companies Inc. | 0.00% | Add +208.7% | 46,739 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -6.1% | 46,477 | $2.7M |
| Deutsche Bank AG | 0.00% | Add +4.6% | 42,724 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +84.6% | 42,143 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.1% | 40,187 | $2.3M |
| Anchor Capital Advisors LLC | 0.07% | Add +10.1% | 39,229 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -30.1% | 38,408 | $2.2M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Add +38.7% | 38,147 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -19.7% | 37,917 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 36,892 | $2.1M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | No change | 34,473 | $2.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -30.8% | 31,766 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -4.8% | 31,227 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.4% | 29,421 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Add +1.1% | 29,040 | $1.7M |
| Canandaigua National Bank & Trust Co. | 0.15% | No change | 28,530 | $1.6M |
| Sei Investments Co. | 0.00% | Add +120.9% | 27,955 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -3.4% | 27,042 | $1.6M |
| Numerai GP LLC | 0.19% | Reduce -61.7% | 26,868 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 26,364 | $1.5M |
| HRT Financial LP | 0.00% | Reduce -11.3% | 25,942 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.4% | 24,826 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.2% | 24,566 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.8% | 24,100 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 23,412 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +3.8% | 23,078 | $1.3M |
| Berkshire Asset Management LLC | 0.06% | Reduce -57.9% | 22,251 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +6.9% | 22,190 | $1.3M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 21,436 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -10.4% | 21,119 | $1.2M |
| Alliance Wealth Advisors, LLC | 0.57% | Add +95.1% | 20,825 | $1.2M |
| AQR Capital Management | 0.00% | Add +40.9% | 20,460 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +1.4% | 20,378 | $1.2M |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.2% | 19,980 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +12.8% | 20,042 | $1.2M |
| Intech Investment Management LLC | 0.01% | No change | 19,969 | $1.1M |
| Ausbil Investment Management Ltd | 0.63% | Add +72.3% | 19,446 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.2% | 19,014 | $1.1M |
| Millennium Management | 0.00% | Reduce -56.1% | 18,334 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 18,049 | $1.0M |
| Moody National Bank Trust Division | 0.10% | No change | 17,265 | $992K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 16,792 | $965K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 16,578 | $952K |
| Comerica Bank | 0.00% | Reduce -14.9% | 16,352 | $939K |
| Amalgamated Bank | 0.01% | Add +0.4% | 15,361 | $882K |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.9% | 14,226 | $868K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,082 | $866K |
| Raymond James Financial Inc. | 0.00% | Add +34.2% | 14,966 | $860K |
| Arizona State Retirement System | 0.00% | Reduce -5.6% | 14,763 | $848K |
| Gsa Capital Partners LLP | 0.07% | New | 14,751 | $847K |
| Squarepoint Ops LLC | 0.00% | Reduce -21.3% | 14,319 | $822K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -8.0% | 14,043 | $807K |
| Handelsbanken Fonder AB | 0.00% | No change | 13,816 | $794K |
| BNP Paribas Financial Markets | 0.00% | Add +3.0% | 13,467 | $774K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -25.9% | 12,286 | $768K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -11.8% | 13,297 | $764K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -3.7% | 13,268 | $762K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.1% | 13,037 | $749K |
| Franklin Resources Inc. | 0.00% | Reduce -0.8% | 12,548 | $721K |
| Truist Financial Corp. | 0.00% | Add +1.8% | 12,205 | $701K |
| Verition Fund Management LLC | 0.00% | Reduce -73.8% | 12,096 | $695K |
| Osaic Holdings, Inc. | 0.00% | Add +35.7% | 12,083 | $694K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +8.9% | 12,073 | $693K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.8% | 12,035 | $691K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 11,643 | $669K |
| KLP Kapitalforvaltning As | 0.00% | Add +1.8% | 11,300 | $654K |
| Fulton Bank, N.A. | 0.02% | Add +3.3% | 11,323 | $650K |
| Meridian Wealth Partners, LLC | 0.09% | Reduce -0.3% | 10,890 | $626K |
| Mercer Global Advisors Inc. | 0.00% | Add +11.5% | 10,755 | $618K |
| Trust Co. of Vermont | 0.02% | Add +17.5% | 10,184 | $585K |
| Corient Private Wealth LP | 0.00% | Add +2.4% | 10,032 | $577K |
| Strategic Financial Services, Inc. | 0.03% | Reduce -1.4% | 8,686 | $577K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 9,953 | $572K |
| Voya Investment Management LLC | 0.00% | No change | 9,530 | $547K |
| AlphaQuest LLC | 0.03% | Add +447850.0% | 8,959 | $515K |
| Benjamin Edwards Inc. | 0.01% | Add +11.5% | 8,515 | $489K |
| Inspire Investing, LLC | 0.04% | Add +5.5% | 8,139 | $468K |
| Carl P. Sherr & Co., LLC | 0.21% | Reduce -9.8% | 7,370 | $461K |
| Amundi | 0.00% | Reduce -13.6% | 7,921 | $455K |
| Hanson & Doremus Investment Management | 0.05% | Add +2.1% | 7,674 | $441K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.0% | 7,674 | $441K |
| Aureum Wealth Management, LLC | 0.39% | — | 7,350 | $422K |
| Fiduciary Trust Co | 0.00% | New | 7,311 | $420K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -0.0% | 7,291 | $419K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,112 | $409K |
| Quantinno Capital Management LP | 0.00% | Add +38.5% | 7,059 | $405K |
| Holocene Advisors, LP | 0.00% | Reduce -16.8% | 7,012 | $403K |
| Aquatic Capital Management LLC | 0.01% | New | 6,991 | $402K |
| Cornell Pochily Investment Advisors, Inc. | 0.11% | No change | 6,834 | $393K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -8.6% | 6,749 | $389K |
| Minerva Advisors LLC | 0.25% | No change | 6,618 | $380K |
| QRG Capital Management, Inc. | 0.00% | Add +3.5% | 6,544 | $376K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 6,348 | $365K |
| Allegheny Financial Group | 0.05% | Add +0.1% | 6,140 | $353K |
| Profund Advisors LLC | 0.01% | Add +42.2% | 6,059 | $348K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.7% | 6,019 | $346K |
| Park Avenue Securities LLC | 0.00% | Add +5.3% | 5,942 | $341K |
| Bank of Montreal | 0.00% | Reduce -1.3% | 5,932 | $341K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.9% | 5,927 | $340K |
| AE Wealth Management LLC | 0.00% | Add +31.3% | 5,587 | $321K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.2% | 5,484 | $315K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.2% | 5,156 | $296K |
| Peoples Financial Services Corp. | 0.14% | No change | 5,100 | $293K |
| XTX Topco Ltd | 0.01% | New | 5,013 | $288K |
| New Age Alpha Advisors, LLC | 0.01% | Add +81.0% | 4,925 | $283K |
| Banque Pictet & Cie SA | 0.00% | Reduce -19.1% | 4,848 | $278K |
| Drum Hill Capital, LLC | 0.29% | No change | 4,718 | $271K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,426 | $254K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,334 | $249K |
| Xponance LLC | 0.00% | Add +0.8% | 4,186 | $240K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.0% | 4,162 | $239K |
| Lawood & Co. | 0.22% | — | 4,088 | $235K |
| Melfa Wealth Management, Inc. | 0.13% | No change | 4,040 | $232K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 4,000 | $230K |
| IFG Advisory, LLC | 0.01% | No change | 3,933 | $226K |
| Operose Advisors LLC | 0.05% | No change | 3,925 | $225K |
| Pathway Financial Advisors LLC | 0.03% | No change | 3,730 | $224K |
| &partners | 0.00% | New | 3,850 | $222K |
| Stone House Investment Management, LLC | 0.03% | Reduce -1.0% | 3,808 | $219K |
| Teacher Retirement System of Texas | 0.00% | Reduce -78.3% | 3,637 | $209K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 3,608 | $207K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.3% | 3,559 | $204K |
| CIBC Asset Management Inc | 0.00% | New | 3,539 | $203K |
| Cibc World Markets Corp. | 0.00% | — | 3,504 | $201K |
| Marshall & Sterling Wealth Advisors Inc. | 0.12% | No change | 3,150 | $181K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -67.5% | 3,008 | $173K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,706 | $155K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -12.4% | 2,598 | $149K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.5% | 2,092 | $120K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,804 | $104K |
| KBC Group NV | 0.00% | No change | 1,668 | $96K |
| Covestor Ltd | 0.04% | Add +0.8% | 1,491 | $86K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.6% | 1,464 | $85K |
| Abound Wealth Management | 0.02% | No change | 1,222 | $70K |
| NBT Bank, N.A. | 0.00% | No change | 1,202 | $69K |
| US Bancorp \de | 0.00% | Add +3.1% | 1,158 | $67K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $57K |
| Cwm, LLC | 0.00% | Add +8.7% | 977 | $56K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +0.8% | 960 | $55K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -90.2% | 938 | $53K |
| Blue Trust, Inc. | 0.00% | Add +0.4% | 914 | $53K |
| Lipe & Dalton | 0.03% | New | 900 | $52K |
| Center for Financial Planning, Inc. | 0.00% | No change | 780 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +6.0% | 776 | $45K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +43.5% | 765 | $44K |
| SageView Advisory Group, LLC | 0.00% | New | 725 | $42K |
| STRS Ohio | 0.00% | Reduce -36.4% | 700 | $40K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.7% | 586 | $34K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.7% | 574 | $33K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -21.6% | 535 | $31K |
| IFP Advisors, Inc | 0.00% | Add +507.0% | 522 | $30K |
| Versant Capital Management, Inc | 0.00% | Add +4.6% | 500 | $29K |
| Hantz Financial Services, Inc. | 0.00% | Add +22.6% | 428 | $25K |
| Salomon & Ludwin, LLC | 0.00% | Add +4.6% | 412 | $24K |
| 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 -3.0% | 351 | $20K |
| Bessemer Group Inc. | 0.00% | Add +10.2% | 314 | $18K |
| Private Trust Co. NA | 0.00% | No change | 300 | $17K |
| Smithfield Trust Co | 0.00% | No change | 270 | $16K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 234 | $13K |
| Fifth Third Bancorp | 0.00% | Reduce -23.3% | 224 | $13K |
| Danske Bank A/S | 0.00% | No change | 200 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.6% | 185 | $11K |
| Root Financial Partners, LLC | 0.00% | Add +12.8% | 168 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +19.2% | 143 | $8K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +17.8% | 139 | $8K |
| UMB Bank, n.a. | 0.00% | No change | 129 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 103 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -63.3% | 102 | $6K |
| Optiver Holding B.V. | 0.00% | Reduce -50.0% | 102 | $6K |
| Rothschild Investment LLC | 0.00% | Add +30.0% | 91 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 91 | $5K |
| Addison Advisors LLC | 0.00% | No change | 90 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 86 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 80 | $5K |
| Larson Financial Group LLC | 0.00% | Add +712.5% | 65 | $4K |
| Jones Financial Companies LLLP | 0.00% | Add +712.5% | 65 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 57 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 53 | $3K |
| Osbon Capital Management LLC | 0.00% | — | 50 | $3K |
| Quarry LP | 0.00% | New | 46 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +48.3% | 43 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 36 | $2K |
| Torren Management, LLC | 0.00% | — | 35 | $2K |
| Allworth Financial LP | 0.00% | Add +10.3% | 32 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 32 | $2K |
| Signaturefd, LLC | 0.00% | Add +460.0% | 28 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Add +10.0% | 22 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 21 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 20 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +35.7% | 19 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 18 | $1K |
| MAI Capital Management | 0.00% | New | 16 | $920 |
| Signature Equity Partners, LLC | 0.00% | — | 14 | $804 |
| CIBC Private Wealth Group LLC | 0.00% | Add +1100.0% | 12 | $689 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $575 |
| Essential Partners LLC | 0.00% | Add +42.9% | 10 | $574 |
| Assetmark, Inc. | 0.00% | Add +150.0% | 10 | $574 |
| Ankerstar Wealth, LLC | 0.00% | — | 9 | $521 |
| Rialto Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $403 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 6 | $346 |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $288 |
| HFM Investment Advisors, LLC | 0.00% | No change | 4 | $230 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -33.3% | 4 | $230 |
| Gilpin Wealth Management, LLC | 0.00% | — | 2 | $115 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $63 |
"% of holder's portfolio" is CBU's weight in each manager's 13F, not the share of Community Financial System I the manager owns.