Community Financial System ICBU
13F holders, Q1 2026 (March 31)265holders +1
32new positions
28sold out
3famous investors
$58.68avg. 13F price*
At the end of Q1 2026, 265 institutions reported holding Community Financial System I (CBU) in their 13F filings, up 1 from Q4 2025. 32 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($440.7M), Neuberger Berman Group LLC ($217.9M) and Vanguard Portfolio Management LLC ($206.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $19.1M |
| Exits | 28 | $23.1M |
All 13F filers, Q4 2025 → Q1 2026: 2,412,318 shares bought and 1,732,775 shares sold, net +679,543 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| BlackRock, Inc. | 0.01% | Reduce -0.4% | 7,513,822 | $440.7M |
| Neuberger Berman Group LLC | 0.17% | Reduce -2.5% | 3,715,425 | $217.9M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,525,760 | $206.8M |
| State Street Corp. | 0.01% | Add +0.7% | 3,150,340 | $186.2M |
| FMR LLC | 0.01% | Add +80.1% | 3,026,372 | $177.5M |
| Vanguard Capital Management LLC | 0.00% | — | 2,374,139 | $139.2M |
| Morgan Stanley | 0.01% | Reduce -7.2% | 1,861,086 | $109.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.1% | 1,818,395 | $106.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 1,297,741 | $76.1M |
| Federated Hermes, Inc. | 0.07% | Add +12.3% | 754,801 | $44.3M |
| NFJ Investment Group, LLC | 1.51% | Reduce -2.3% | 679,956 | $39.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 639,011 | $37.5M |
| Northern Trust Corp. | 0.00% | Add +2.8% | 620,512 | $36.4M |
| Bank of America Corp. | 0.00% | Add +3.4% | 598,786 | $35.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.9% | 530,902 | $31.1M |
| Deprince Race & Zollo Inc. | 0.59% | Add +11.1% | 530,874 | $31.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +21.5% | 524,561 | $30.8M |
| Riggs Asset Managment Co. Inc. | 5.04% | Add +3.9% | 417,156 | $24.5M |
| Segall Bryant & Hamill, LLC | 0.30% | Reduce -4.9% | 353,150 | $20.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 345,637 | $20.3M |
| Principal Financial Group Inc. | 0.01% | Add +2.1% | 256,390 | $15.0M |
| Public Sector Pension Investment Board | 0.03% | Add +3.4% | 188,482 | $11.1M |
| Victory Capital Management Inc. | 0.01% | Add +3.6% | 154,285 | $9.0M |
| UBS Group AG | 0.00% | Reduce -25.5% | 152,156 | $8.9M |
| Rhumbline Advisers | 0.01% | Add +0.0% | 147,287 | $8.6M |
| Invesco Ltd. | 0.00% | Add +11.2% | 146,712 | $8.6M |
| Nuveen, LLC | 0.00% | Reduce -0.6% | 131,485 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.9% | 127,458 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 127,340 | $7.5M |
| Legal & General Group Plc | 0.00% | Reduce -7.6% | 124,660 | $7.3M |
| Waldron Private Wealth LLC | 0.28% | Reduce -42.0% | 122,053 | $7.2M |
| SG Americas Securities, LLC | 0.01% | Reduce -28.2% | 121,256 | $7.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.4% | 120,290 | $7.1M |
| ProShare Advisors LLC | 0.01% | Add +2.0% | 113,479 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +17.7% | 113,522 | $6.5M |
| Swiss National Bank | 0.00% | No change | 104,200 | $6.1M |
| Community Bank, N.A. | 0.70% | Reduce -2.1% | 100,312 | $5.9M |
| Two Sigma Investments, LP | 0.00% | New | 96,365 | $5.7M |
| Citadel Advisors | 0.00% | Add +16.3% | 95,789 | $5.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +3.4% | 94,856 | $5.6M |
| California Public Employees Retirement System | 0.00% | Reduce -0.2% | 93,323 | $5.5M |
| ExodusPoint Capital Management, LP | 0.04% | New | 76,987 | $4.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -7.6% | 76,784 | $4.5M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +101.2% | 76,766 | $4.5M |
| Hilton Capital Management, LLC | 0.33% | Add +14.8% | 74,119 | $4.3M |
| American Century Companies Inc. | 0.00% | Add +53.5% | 71,768 | $4.2M |
| Sterling Capital Management LLC | 0.08% | Reduce -2.5% | 70,428 | $4.1M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -78.6% | 67,941 | $4.0M |
| Alliancebernstein L.P. | 0.00% | No change | 68,464 | $3.9M |
| Jacobi Capital Management LLC | 0.21% | Reduce -9.9% | 62,908 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.3% | 62,556 | $3.7M |
| First Trust Advisors LP | 0.00% | Add +12.3% | 61,593 | $3.6M |
| California State Teachers Retirement System | 0.00% | Add +13.7% | 56,805 | $3.3M |
| Sei Investments Co. | 0.00% | Add +94.0% | 54,224 | $3.2M |
| Prudential Financial Inc. | 0.00% | Add +8.9% | 53,887 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +2.7% | 51,319 | $3.0M |
| Tidal Investments LLC | 0.01% | New | 48,470 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +12.6% | 48,087 | $2.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 46,337 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.6% | 44,783 | $2.6M |
| Wells Fargo & Company | 0.00% | Reduce -44.8% | 44,287 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -23.6% | 42,320 | $2.5M |
| Anchor Capital Advisors LLC | 0.07% | Reduce -0.1% | 39,177 | $2.3M |
| LPL Financial LLC | 0.00% | Add +20.7% | 37,698 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +89.6% | 36,054 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.8% | 35,480 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -8.0% | 34,901 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -13.5% | 34,754 | $2.0M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Reduce -3.4% | 33,311 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.7% | 28,912 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.7% | 28,254 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Add +4.2% | 28,179 | $1.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -11.6% | 28,076 | $1.6M |
| Intech Investment Management LLC | 0.02% | Add +39.1% | 27,777 | $1.6M |
| Numerai GP LLC | 0.16% | Reduce -1.7% | 26,418 | $1.5M |
| Canandaigua National Corp. | 0.14% | — | 26,405 | $1.5M |
| AQR Capital Management | 0.00% | Add +25.3% | 25,640 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.2% | 24,863 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Add +72.3% | 24,669 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 24,136 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Add +2.6% | 23,677 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +12.0% | 23,652 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 23,412 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.9% | 23,400 | $1.4M |
| Barclays PLC | 0.00% | Reduce -75.1% | 23,336 | $1.4M |
| Ausbil Investment Management Ltd | 0.68% | Add +18.1% | 22,973 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 21,790 | $1.3M |
| Berkshire Asset Management LLC | 0.05% | Reduce -3.3% | 21,514 | $1.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 21,097 | $1.2M |
| Alliance Wealth Advisors, LLC | 0.58% | No change | 20,825 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +191.3% | 20,561 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +34.9% | 20,186 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +97.0% | 19,760 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.6% | 19,617 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +13.9% | 19,119 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -5.2% | 18,995 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.6% | 17,949 | $1.1M |
| Moody National Bank Trust Division | 0.10% | No change | 17,265 | $1.0M |
| Cerity Partners LLC | 0.00% | New | 16,877 | $990K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.8% | 16,707 | $980K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -17.5% | 16,488 | $975K |
| Fifth Third Bancorp | 0.00% | Add +7231.3% | 16,422 | $963K |
| Handelsbanken Fonder AB | 0.00% | Add +17.4% | 16,216 | $951K |
| Millennium Management | 0.00% | Reduce -12.9% | 15,977 | $937K |
| XTX Topco Ltd | 0.02% | Add +207.1% | 15,393 | $903K |
| Amalgamated Bank | 0.01% | Reduce -1.2% | 15,177 | $890K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,082 | $885K |
| MML Investors Services, LLC | 0.00% | Reduce -28.9% | 14,486 | $850K |
| Arizona State Retirement System | 0.01% | Reduce -2.0% | 14,461 | $848K |
| Mangrove Partners Im, LLC | 0.07% | New | 14,436 | $847K |
| Holocene Advisors, LP | 0.00% | Add +102.1% | 14,174 | $831K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.1% | 14,072 | $825K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 14,043 | $824K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 13,297 | $780K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -0.8% | 13,155 | $772K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 13,028 | $764K |
| Truist Financial Corp. | 0.00% | Add +3.0% | 12,573 | $737K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 12,320 | $723K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 12,286 | $721K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.2% | 12,062 | $707K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 12,035 | $706K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.1% | 11,948 | $701K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.5% | 11,700 | $691K |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.2% | 11,554 | $678K |
| Natixis Advisors, LLC | 0.00% | New | 11,438 | $671K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -9.5% | 10,923 | $641K |
| Fulton Bank, N.A. | 0.02% | Reduce -3.8% | 10,892 | $639K |
| Meridian Wealth Partners, LLC | 0.09% | No change | 10,890 | $639K |
| Franklin Resources Inc. | 0.00% | Reduce -14.7% | 10,705 | $628K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +55.4% | 10,487 | $615K |
| Benjamin Edwards Inc. | 0.01% | Add +14.4% | 9,743 | $572K |
| Voya Investment Management LLC | 0.00% | Reduce -2.8% | 9,262 | $543K |
| Fiduciary Trust Co | 0.01% | Add +23.6% | 9,040 | $530K |
| Amundi | 0.00% | Add +13.3% | 8,972 | $526K |
| Inspire Investing, LLC | 0.03% | Add +7.6% | 8,760 | $514K |
| Strategic Financial Services, Inc. | 0.02% | No change | 8,686 | $509K |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.6% | 8,481 | $497K |
| Pictet Asset Management Holding SA | 0.00% | Add +12.1% | 7,973 | $468K |
| QRG Capital Management, Inc. | 0.00% | Add +18.1% | 7,731 | $453K |
| Maryland State Retirement & Pension System | 0.01% | No change | 7,674 | $450K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,637 | $448K |
| Aureum Wealth Management, LLC | 0.31% | Add +3.0% | 7,571 | $444K |
| Hanson & Doremus Investment Management | 0.05% | Reduce -1.4% | 7,569 | $444K |
| Freestone Grove Partners LP | 0.00% | New | 7,412 | $435K |
| Sovereign Financial Group, Inc. | 0.07% | No change | 7,291 | $428K |
| Carl P. Sherr & Co., LLC | 0.20% | Reduce -3.5% | 7,110 | $417K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.1% | 6,760 | $397K |
| Pathstone Holdings, LLC | 0.00% | Add +22.3% | 6,708 | $395K |
| Bank of Montreal | 0.00% | Add +8.4% | 6,432 | $377K |
| Cornell Pochily Investment Advisors, Inc. | 0.11% | Reduce -6.6% | 6,384 | $374K |
| Allegheny Financial Group | 0.05% | Add +0.1% | 6,149 | $361K |
| AE Wealth Management LLC | 0.00% | Add +9.2% | 6,103 | $358K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.2% | 6,029 | $354K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +42.8% | 5,944 | $349K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -98.5% | 5,913 | $347K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 5,246 | $330K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.6% | 5,600 | $328K |
| State of Wisconsin Investment Board | 0.00% | New | 5,202 | $305K |
| Peoples Financial Services Corp. | 0.14% | No change | 5,100 | $299K |
| Xponance LLC | 0.00% | Add +19.7% | 5,009 | $294K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.4% | 4,806 | $282K |
| Pathway Financial Advisors LLC | 0.03% | Add +25.8% | 4,694 | $279K |
| Drum Hill Capital, LLC | 0.26% | No change | 4,718 | $277K |
| Capstone Investment Advisors, LLC | 0.00% | New | 4,589 | $269K |
| &partners | 0.00% | Add +18.1% | 4,547 | $267K |
| Two Sigma Securities, LLC | 0.03% | New | 4,528 | $266K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,426 | $260K |
| Profund Advisors LLC | 0.01% | Reduce -30.0% | 4,243 | $249K |
| RIA Advisory Group LLC | 0.06% | New | 4,186 | $246K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +58.7% | 4,123 | $242K |
| Lawood & Co. | 0.22% | No change | 4,088 | $240K |
| Melfa Wealth Management, Inc. | 0.14% | No change | 4,040 | $237K |
| Nicolet Bankshares Inc. | 0.01% | New | 4,000 | $235K |
| Operose Advisors LLC | 0.05% | No change | 3,925 | $230K |
| Ascent Wealth Partners, LLC | 0.03% | New | 3,821 | $224K |
| Stone House Investment Management, LLC | 0.04% | No change | 3,808 | $223K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 3,744 | $220K |
| Marshall Wace, LLP | 0.00% | New | 3,688 | $216K |
| Swiss Life Asset Management Ltd | 0.00% | New | 3,564 | $209K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.9% | 3,472 | $204K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.7% | 3,463 | $203K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 3,008 | $176K |
| Marshall & Sterling Wealth Advisors Inc. | 0.12% | Reduce -4.8% | 3,000 | $176K |
| Farther Finance Advisors, LLC | 0.00% | Add +22.8% | 2,568 | $153K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,804 | $106K |
| KBC Group NV | 0.00% | No change | 1,668 | $98K |
| Community Financial Services Group, LLC | 0.01% | New | 1,389 | $82K |
| Abound Wealth Management | 0.02% | Reduce -0.3% | 1,218 | $71K |
| NBT Bank, N.A. | 0.00% | No change | 1,202 | $70K |
| US Bancorp \de | 0.00% | Reduce -9.3% | 1,050 | $62K |
| Cwm, LLC | 0.00% | Add +7.2% | 1,047 | $61K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +33.6% | 1,022 | $60K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $59K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +0.8% | 968 | $57K |
| Blue Trust, Inc. | 0.00% | No change | 914 | $54K |
| Hantz Financial Services, Inc. | 0.00% | Add +106.1% | 882 | $52K |
| Covestor Ltd | 0.04% | Reduce -41.8% | 868 | $51K |
| Rockefeller Capital Management L.P. | 0.00% | Add +58.9% | 850 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.7% | 789 | $46K |
| Simplex Trading, LLC | 0.00% | New | 787 | $46K |
| Center for Financial Planning, Inc. | 0.00% | No change | 780 | $46K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -31.9% | 639 | $37K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.6% | 619 | $36K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.9% | 579 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -61.5% | 564 | $33K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 524 | $31K |
| Versant Capital Management, Inc | 0.00% | Add +3.2% | 516 | $30K |
| Salomon & Ludwin, LLC | 0.00% | No change | 412 | $24K |
| St Germain D J Co. Inc. | 0.00% | No change | 417 | $24K |
| Bessemer Group Inc. | 0.00% | Add +25.5% | 394 | $23K |
| GAMMA Investing LLC | 0.00% | Add +11.4% | 391 | $23K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 390 | $23K |
| Harbour Investments, Inc. | 0.00% | New | 385 | $23K |
| Kemnay Advisory Services Inc. | 0.00% | New | 346 | $20K |
| Private Trust Co. NA | 0.00% | No change | 300 | $18K |
| Smithfield Trust Co | 0.00% | No change | 270 | $16K |
| Root Financial Partners, LLC | 0.00% | Add +60.1% | 269 | $16K |
| Advisory Services Network, LLC | 0.00% | New | 249 | $15K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +46.0% | 203 | $12K |
| STRS Ohio | 0.00% | Reduce -71.4% | 200 | $12K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +217.0% | 168 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +14.7% | 164 | $10K |
| UMB Bank, n.a. | 0.00% | No change | 129 | $8K |
| Arax Advisory Partners | 0.00% | Add +23.5% | 126 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 103 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 101 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 100 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 91 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 91 | $5K |
| Addison Advisors LLC | 0.00% | No change | 90 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 80 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +238.1% | 71 | $4K |
| Larson Financial Group LLC | 0.00% | Add +4.6% | 68 | $4K |
| CVA Family Office, LLC | 0.00% | New | 64 | $4K |
| Allworth Financial LP | 0.00% | Add +100.0% | 64 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 57 | $3K |
| Osbon Capital Management LLC | 0.00% | No change | 50 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -50.0% | 43 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +115.8% | 41 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 36 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Add +59.1% | 35 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 35 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -25.6% | 32 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 32 | $2K |
| MAI Capital Management | 0.00% | Add +81.3% | 29 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -9.4% | 29 | $2K |
| Picton Mahoney Asset Management | 0.00% | No change | 20 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 18 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 14 | $821 |
| Essential Partners LLC | 0.00% | Add +10.0% | 11 | $645 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $587 |
| Assetmark, Inc. | 0.00% | No change | 10 | $587 |
| Ankerstar Wealth, LLC | 0.00% | No change | 9 | $532 |
| Gilpin Wealth Management, LLC | 0.00% | Add +350.0% | 9 | $528 |
| SJS Investment Consulting Inc. | 0.00% | Add +60.0% | 8 | $470 |
| Jones Financial Companies LLLP | 0.00% | Reduce -87.7% | 8 | $454 |
| Rialto Wealth Management, LLC | 0.00% | No change | 7 | $411 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +16.7% | 7 | $410 |
| HFM Investment Advisors, LLC | 0.00% | No change | 4 | $235 |
| SBI Securities Co., Ltd. | 0.00% | No change | 4 | $235 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $176 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 2 | $117 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $64 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $59 |
| Curio Wealth, LLC | 0.00% | New | 1 | $59 |
"% of holder's portfolio" is CBU's weight in each manager's 13F, not the share of Community Financial System I the manager owns.