Community Financial System ICBU
13F holders, Q2 2026 (June 30)280holders +15
36new positions
25sold out
2famous investors
$67.15avg. 13F price*
At the end of Q2 2026, 280 institutions reported holding Community Financial System I (CBU) in their 13F filings, up 15 from Q1 2026. 36 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($507.2M), FMR LLC ($246.9M) and Vanguard Portfolio Management LLC ($238.2M). 2 famous investors held it, including 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $71.4M |
| Exits | 25 | $15.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,813,293 shares bought and 2,411,621 shares sold, net +401,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| BlackRock, Inc. | 0.01% | Add +0.6% | 7,556,770 | $507.2M |
| FMR LLC | 0.01% | Add +21.5% | 3,678,108 | $246.9M |
| Vanguard Portfolio Management LLC | 0.01% | Add +0.7% | 3,549,062 | $238.2M |
| Neuberger Berman Group LLC | 0.15% | Reduce -7.0% | 3,456,640 | $232.0M |
| State Street Corp. | 0.01% | Add +5.2% | 3,313,651 | $223.9M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.4% | 2,364,665 | $158.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.4% | 1,843,474 | $123.7M |
| Morgan Stanley | 0.01% | Reduce -9.6% | 1,682,284 | $112.9M |
| Geode Capital Management, LLC | 0.00% | Add +4.8% | 1,359,907 | $91.3M |
| Federated Hermes, Inc. | 0.07% | Reduce -2.2% | 738,531 | $49.6M |
| Northern Trust Corp. | 0.01% | Add +6.0% | 657,590 | $44.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.6% | 635,278 | $42.6M |
| Norges Bank | 0.00% | — | 567,244 | $38.1M |
| Bank of New York Mellon Corp | 0.01% | Add +2.5% | 544,140 | $36.5M |
| Massachusetts Financial Services Co. | 0.01% | New | 450,410 | $30.2M |
| Riggs Asset Managment Co. Inc. | 4.93% | Reduce -1.4% | 411,432 | $27.6M |
| Segall Bryant & Hamill, LLC | 0.31% | Add +11.1% | 392,351 | $26.3M |
| Deprince Race & Zollo Inc. | 0.41% | Reduce -30.7% | 368,124 | $24.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +3.2% | 356,833 | $24.0M |
| Basswood Capital Management, L.L.C. | 0.92% | New | 321,017 | $21.5M |
| NFJ Investment Group, LLC | 0.59% | Reduce -61.8% | 260,075 | $17.5M |
| UBS Group AG | 0.00% | Add +70.5% | 259,422 | $17.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.7% | 254,722 | $17.1M |
| Bank of America Corp. | 0.00% | Reduce -58.8% | 246,960 | $16.6M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Add +208.4% | 236,766 | $15.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -61.2% | 203,518 | $13.7M |
| Two Sigma Investments, LP | 0.01% | Add +98.9% | 191,639 | $12.9M |
| Public Sector Pension Investment Board | 0.03% | Reduce -4.2% | 180,584 | $12.1M |
| Nuveen, LLC | 0.00% | Add +16.0% | 152,535 | $10.2M |
| Invesco Ltd. | 0.00% | Reduce -2.3% | 143,338 | $9.6M |
| SG Americas Securities, LLC | 0.01% | Add +12.5% | 136,416 | $9.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 133,785 | $9.0M |
| Rhumbline Advisers | 0.01% | Reduce -10.2% | 132,330 | $8.9M |
| Legal & General Group Plc | 0.00% | Add +0.1% | 124,793 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.2% | 124,496 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 123,878 | $8.3M |
| Waldron Private Wealth LLC | 0.28% | Add +0.0% | 122,062 | $8.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.6% | 118,329 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.0% | 106,707 | $7.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -31.4% | 105,837 | $7.1M |
| Swiss National Bank | 0.00% | Add +1.1% | 105,400 | $7.1M |
| Citadel Advisors | 0.00% | Add +9.7% | 105,104 | $7.1M |
| American Century Companies Inc. | 0.00% | Add +35.5% | 97,233 | $6.5M |
| California Public Employees Retirement System | 0.00% | Add +3.0% | 96,166 | $6.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -0.6% | 94,264 | $6.3M |
| Community Bank, N.A. | 0.66% | Reduce -8.8% | 91,527 | $6.1M |
| Hilton Capital Management, LLC | 0.36% | Add +5.1% | 77,912 | $5.2M |
| Wells Fargo & Company | 0.00% | Add +71.7% | 76,055 | $5.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.4% | 75,717 | $5.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.7% | 74,881 | $5.0M |
| Sterling Capital Management LLC | 0.08% | Reduce -3.4% | 68,056 | $4.6M |
| AQR Capital Management | 0.00% | Add +154.7% | 65,300 | $4.4M |
| Jacobi Capital Management LLC | 0.21% | Add +0.1% | 62,978 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Add +5.0% | 71,914 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | New | 61,427 | $4.1M |
| California State Teachers Retirement System | 0.00% | Add +7.6% | 61,099 | $4.1M |
| Deutsche Bank AG | 0.00% | Add +17.6% | 56,551 | $3.8M |
| Logan Capital Management Inc. | 0.14% | — | 56,000 | $3.8M |
| Prudential Financial Inc. | 0.00% | Add +1.1% | 54,462 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +18.4% | 50,129 | $3.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +6.5% | 49,360 | $3.3M |
| Citigroup Inc. | 0.00% | Add +37.0% | 47,825 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -15.7% | 43,276 | $2.9M |
| LPL Financial LLC | 0.00% | Add +14.8% | 43,259 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.8% | 43,070 | $2.9M |
| Tidal Investments LLC | 0.01% | Reduce -12.8% | 42,287 | $2.8M |
| Ausbil Investment Management Ltd | 1.28% | Add +79.3% | 41,188 | $2.8M |
| Anchor Capital Advisors LLC | 0.07% | Reduce -3.6% | 37,762 | $2.5M |
| XTX Topco Ltd | 0.03% | Add +137.9% | 36,622 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.8% | 34,827 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 34,754 | $2.3M |
| Lazard Asset Management LLC | 0.00% | Add +36.2% | 32,240 | $2.2M |
| First Trust Advisors LP | 0.00% | Reduce -48.7% | 31,601 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Add +7.8% | 31,170 | $2.1M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -3.2% | 27,268 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.7% | 26,480 | $1.8M |
| Canandaigua National Bank & Trust Co. | 0.15% | — | 26,105 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.8% | 24,673 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +14.3% | 23,500 | $1.6M |
| Jupiter Topco LLC | 0.00% | — | 23,412 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -1.1% | 23,379 | $1.6M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.7% | 23,000 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +4.8% | 22,844 | $1.5M |
| Sei Investments Co. | 0.00% | Reduce -58.9% | 22,272 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +11.2% | 21,965 | $1.5M |
| Berkshire Asset Management LLC | 0.06% | Add +0.0% | 21,522 | $1.4M |
| Moody National Bank Trust Division | 0.11% | Add +19.0% | 20,547 | $1.4M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.0% | 20,462 | $1.4M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -28.2% | 20,167 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.8% | 20,167 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +39.0% | 20,131 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.53% | Reduce -5.0% | 19,775 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +64.3% | 19,633 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -30.8% | 19,565 | $1.3M |
| New York State Common Retirement Fund | 0.00% | Add +8.4% | 19,449 | $1.3M |
| Susquehanna Fundamental Investments, LLC | 0.02% | New | 18,874 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +1.2% | 17,086 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -12.3% | 16,777 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -11.8% | 16,747 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -17.1% | 16,727 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 16,707 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 16,216 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +12.5% | 15,802 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,082 | $1.0M |
| Arizona State Retirement System | 0.00% | Add +0.3% | 14,497 | $973K |
| Mercer Global Advisors Inc. | 0.00% | Add +19.7% | 14,441 | $969K |
| Amalgamated Bank | 0.01% | Reduce -6.8% | 14,144 | $949K |
| Yousif Capital Management, LLC | 0.01% | Add +0.1% | 14,091 | $946K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -16.3% | 13,805 | $933K |
| Fifth Third Bancorp | 0.00% | Reduce -16.0% | 13,791 | $926K |
| BNP Paribas Financial Markets | 0.00% | Add +18.1% | 13,650 | $916K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +29.9% | 13,618 | $914K |
| Natixis Advisors, LLC | 0.00% | Add +16.9% | 13,376 | $897K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 13,297 | $892K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -3.0% | 12,766 | $857K |
| Barclays PLC | 0.00% | Reduce -45.8% | 12,648 | $849K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.3% | 12,463 | $837K |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 12,421 | $834K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 12,320 | $827K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 12,286 | $825K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.8% | 11,935 | $801K |
| Fiduciary Trust Co | 0.01% | Add +30.9% | 11,832 | $794K |
| Fulton Bank, N.A. | 0.02% | Add +8.5% | 11,817 | $793K |
| KLP Kapitalforvaltning As | 0.00% | No change | 11,700 | $790K |
| Intech Investment Management LLC | 0.01% | Reduce -58.9% | 11,405 | $766K |
| Meridian Wealth Partners, LLC | 0.09% | No change | 10,890 | $731K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -67.7% | 10,754 | $722K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -1.7% | 10,734 | $720K |
| Trust Co. of Vermont | 0.03% | — | 10,691 | $718K |
| Benjamin Edwards Inc. | 0.01% | Add +5.9% | 10,321 | $693K |
| Inspire Investing, LLC | 0.03% | Add +16.1% | 10,167 | $682K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.8% | 10,156 | $682K |
| Voya Investment Management LLC | 0.00% | Add +9.2% | 10,117 | $679K |
| Franklin Resources Inc. | 0.00% | Reduce -6.0% | 10,068 | $676K |
| Strategic Financial Services, Inc. | 0.03% | No change | 8,686 | $583K |
| QRG Capital Management, Inc. | 0.00% | Add +12.3% | 8,678 | $582K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 8,558 | $574K |
| Hanson & Doremus Investment Management | 0.06% | Add +11.6% | 8,446 | $567K |
| Aquatic Capital Management LLC | 0.02% | New | 8,163 | $548K |
| Freestone Grove Partners LP | 0.00% | Add +9.1% | 8,086 | $543K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,973 | $535K |
| Amundi | 0.00% | Reduce -13.3% | 7,783 | $522K |
| Mariner, LLC | 0.00% | New | 7,755 | $521K |
| Maryland State Retirement & Pension System | 0.01% | No change | 7,674 | $515K |
| ProShare Advisors LLC | 0.00% | Reduce -93.3% | 7,628 | $512K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 7,621 | $512K |
| Aureum Wealth Management, LLC | 0.32% | No change | 7,571 | $508K |
| Mackenzie Financial Corp. | 0.00% | New | 7,483 | $502K |
| Sovereign Financial Group, Inc. | 0.07% | No change | 7,291 | $489K |
| State of Wisconsin Investment Board | 0.00% | Add +35.2% | 7,035 | $472K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.4% | 6,679 | $449K |
| Bank of Montreal | 0.00% | Add +3.6% | 6,667 | $447K |
| AE Wealth Management LLC | 0.00% | Add +9.2% | 6,662 | $447K |
| Cornell Pochily Investment Advisors, Inc. | 0.12% | No change | 6,384 | $428K |
| Park Avenue Securities LLC | 0.00% | New | 6,329 | $425K |
| Allegheny Financial Group | 0.04% | Reduce -1.2% | 6,076 | $408K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -0.1% | 6,020 | $404K |
| Carl P. Sherr & Co., LLC | 0.17% | Reduce -16.2% | 5,960 | $400K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,913 | $397K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.7% | 5,844 | $392K |
| Xponance LLC | 0.00% | Add +7.4% | 5,378 | $361K |
| Bouchey Financial Group, Ltd. | 0.02% | Add +0.4% | 5,269 | $356K |
| &partners | 0.00% | Add +16.3% | 5,288 | $355K |
| Peoples Financial Services Corp. | 0.15% | No change | 5,100 | $342K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +9.8% | 4,862 | $326K |
| Stone House Investment Management, LLC | 0.04% | Add +27.0% | 4,837 | $325K |
| Engineers Gate Manager LP | 0.00% | New | 4,760 | $319K |
| Drum Hill Capital, LLC | 0.33% | No change | 4,718 | $317K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +23.7% | 4,632 | $311K |
| Gsa Capital Partners LLP | 0.02% | New | 4,476 | $300K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -35.0% | 4,395 | $295K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +6.4% | 4,388 | $295K |
| Profund Advisors LLC | 0.01% | Add +0.8% | 4,277 | $287K |
| Two Sigma Securities, LLC | 0.02% | Reduce -6.0% | 4,257 | $286K |
| RIA Advisory Group LLC | 0.06% | Reduce -0.4% | 4,169 | $280K |
| Lawood & Co. | 0.19% | No change | 4,088 | $274K |
| Melfa Wealth Management, Inc. | 0.15% | No change | 4,040 | $271K |
| Nicolet Bankshares Inc. | 0.01% | No change | 4,000 | $268K |
| IFG Advisory, LLC | 0.01% | New | 3,933 | $264K |
| Operose Advisors LLC | 0.05% | No change | 3,925 | $263K |
| Ascent Wealth Partners, LLC | 0.03% | Add +0.5% | 3,840 | $258K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 3,500 | $235K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -28.9% | 3,416 | $229K |
| Axq Capital, LP | 0.02% | New | 3,220 | $216K |
| Rockbridge Investment Management, LCC | 0.02% | New | 3,180 | $213K |
| CIBC Asset Management Inc | 0.00% | Reduce -8.6% | 3,175 | $213K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 3,174 | $213K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.3% | 3,088 | $207K |
| Citizens & Northern Corp. | 0.05% | New | 3,083 | $207K |
| DRW Securities, LLC | 0.01% | New | 3,058 | $205K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -45.6% | 3,045 | $204K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 3,008 | $202K |
| Marshall & Sterling Wealth Advisors Inc. | 0.12% | No change | 3,000 | $201K |
| Wealthcare Capital Partners, LLC | 0.08% | New | 2,998 | $201K |
| CIBC Bancorp USA Inc. | 0.00% | New | 2,990 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.3% | 1,845 | $124K |
| Manning & Napier Advisors LLC | 0.00% | New | 1,743 | $116K |
| KBC Group NV | 0.00% | No change | 1,668 | $112K |
| Community Financial Services Group, LLC | 0.01% | No change | 1,389 | $95K |
| Hantz Financial Services, Inc. | 0.00% | Add +43.6% | 1,267 | $85K |
| Abound Wealth Management | 0.02% | No change | 1,218 | $82K |
| NBT Bank, N.A. | 0.01% | No change | 1,202 | $81K |
| STRS Ohio | 0.00% | Add +450.0% | 1,100 | $74K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +1.0% | 1,032 | $69K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $67K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +0.7% | 975 | $65K |
| US Bancorp \de | 0.00% | Reduce -11.5% | 929 | $62K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.1% | 824 | $55K |
| Blue Trust, Inc. | 0.00% | Reduce -12.5% | 800 | $54K |
| Center for Financial Planning, Inc. | 0.00% | No change | 780 | $52K |
| Arax Advisory Partners | 0.00% | Add +423.8% | 660 | $44K |
| Public Employees Retirement System of Ohio | 0.00% | Add +6.3% | 658 | $44K |
| Los Angeles Capital Management LLC | 0.00% | No change | 639 | $43K |
| IFP Advisors, Inc | 0.00% | Add +19.7% | 627 | $42K |
| Covestor Ltd | 0.02% | Reduce -33.1% | 581 | $39K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.7% | 583 | $39K |
| Nykredit A/S | 0.00% | — | 563 | $38K |
| Smartleaf Asset Management LLC | 0.00% | No change | 564 | $38K |
| GAMMA Investing LLC | 0.00% | Add +38.4% | 541 | $36K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 520 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -34.2% | 519 | $35K |
| Versant Capital Management, Inc | 0.00% | No change | 516 | $35K |
| Optiver Holding B.V. | 0.00% | New | 495 | $33K |
| Salomon & Ludwin, LLC | 0.00% | No change | 412 | $28K |
| Harbour Investments, Inc. | 0.00% | No change | 385 | $26K |
| SJS Investment Consulting Inc. | 0.00% | Add +4600.0% | 376 | $25K |
| Kemnay Advisory Services Inc. | 0.00% | Add +6.1% | 367 | $25K |
| Bessemer Group Inc. | 0.00% | Reduce -20.3% | 314 | $21K |
| Bare Financial Services, Inc | 0.00% | Add +65.2% | 271 | $18K |
| Smithfield Trust Co | 0.00% | No change | 270 | $18K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +29.2% | 217 | $15K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -4.4% | 194 | $13K |
| Allworth Financial LP | 0.00% | Add +170.3% | 173 | $12K |
| Accent Capital Management, LLC | 0.00% | New | 165 | $11K |
| Private Trust Co. NA | 0.00% | Reduce -50.0% | 150 | $10K |
| Jones Financial Companies LLLP | 0.00% | Add +1725.0% | 146 | $10K |
| UMB Bank, n.a. | 0.00% | No change | 129 | $9K |
| Parkside Financial Bank & Trust | 0.00% | No change | 103 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | No change | 100 | $7K |
| Rothschild Investment LLC | 0.00% | Add +8.8% | 99 | $7K |
| Dogwood Wealth Management LLC | 0.00% | Add +200.0% | 96 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 91 | $6K |
| St Germain D J Co. Inc. | 0.00% | Reduce -81.3% | 78 | $5K |
| Larson Financial Group LLC | 0.00% | Add +8.8% | 74 | $5K |
| CVA Family Office, LLC | 0.00% | Add +14.1% | 73 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -2.8% | 69 | $5K |
| Fulcrum Asset Management LLP | 0.00% | New | 64 | $4K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +25.6% | 54 | $4K |
| Osbon Capital Management LLC | 0.00% | No change | 50 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 50 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +31.3% | 42 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 41 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | Add +14.3% | 40 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 36 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 34 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 29 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 24 | $2K |
| Essential Partners LLC | 0.00% | Add +109.1% | 23 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -40.0% | 21 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 19 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 18 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +142.9% | 17 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 14 | $940 |
| Horizon Financial Services, LLC | 0.00% | New | 11 | $738 |
| Gilpin Wealth Management, LLC | 0.00% | Add +11.1% | 10 | $672 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $672 |
| Assetmark, Inc. | 0.00% | No change | 10 | $671 |
| Ankerstar Wealth, LLC | 0.00% | No change | 9 | $608 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 8 | $537 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 7 | $470 |
| SBI Securities Co., Ltd. | 0.00% | No change | 4 | $268 |
| Davis Capital Management | 0.00% | New | 3 | $201 |
| LRI Investments, LLC | 0.00% | New | 3 | $201 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $137 |
| Caitong International Asset Management Co., Ltd | 0.00% | No change | 2 | $134 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $73 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $68 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $67 |
| Evolution Advisers, Inc. | 0.00% | New | 2 | $0 |
| Navigoe, LLC | 0.00% | New | 4 | $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.