# COMMUNITY FINANCIAL SYSTEM I (CBU)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CBU/

- Reporting holders: 11
- Reported value: $4.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $1.6M | 26,105 | 0.1% | 20 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.3M | 22,224 | 0.1% | 17 |
| [Ausbil Investment Management Ltd](https://holderbook.com/funds/1966036-ausbil-investment-management-ltd/) | $1.2M | 20,454 | 0.6% | 10 |
| [LAWOOD & CO](https://holderbook.com/funds/2109484-lawood-co/) | $243.4K | 4,088 | 0.2% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $215.7K | 3,623 | 0.0% | 13 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $71.4K | 1,200 | 0.0% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $52.1K | 875 | 0.0% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $36.1K | 607 | 0.0% | 9 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $2.8K | 46 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $1.7K | 29 | 0.0% | 5 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $536 | 9 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $4.7M |
| Q2 2026 | 281 | $3.1B |
| Q1 2026 | 265 | $2.4B |
| Q4 2025 | 263 | $2.3B |
| Q3 2025 | 255 | $2.3B |
| Q2 2025 | 260 | $2.2B |
| Q1 2025 | 267 | $2.2B |
| Q4 2024 | 255 | $2.4B |
| Q3 2024 | 256 | $2.2B |
| Q2 2024 | 245 | $1.8B |
| Q1 2024 | 234 | $2.1B |
| Q4 2023 | 245 | $2.2B |