Community Financial System, Inc.

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TickerCBU

Sector · IndustryFinancial ServicesBanks - Regional

13D/G

SecurityCommon Stock · US

CUSIP203607106

Ask AIAsk AI about CBU

CBU institutional ownership changes in Q2 2026: 75 institutions opened or added positions, 57 trimmed or exited. CBU (Community Financial System, Inc.) is held by 130 institutional investors as of Q2 2026. Top institutional shareholders: BlackRock, Inc. ($507.2M), FMR LLC ($246.9M), Vanguard Portfolio Management LLC ($238.2M). Institutions were buying, on balance.

130

Holders

(7 Elite)

$2.5B

Total Value

57% (132)

Consensus

75 buying - 57 selling

Fund holdings as of Jun 30, 2026

Smart Money Verdict

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Institutional (13F)••

Insider (Form 4)••

Activist (13D/13G)••

Congressional (STOCK Act)••

Holder Quality

••

★★★★★

Elite

••

★★★★

Strong

••

★★★

Solid

••

★★

Below

••

★

Weak

Held by 130 funds

7 elite

Who's Trading

Latest move

Source dates: Price Nov 6, 2026 · Insiders Sep 10, 2026 · Activists Aug 6, 2026 · Congress Aug 13, 2025

InsiderInsSSSingh SavneetBuy $25KSep 9, 2026

InsiderInsVAVaccaro John ABuy $20KAug 27, 2026

InsiderInsHMHall Brenda MBuy $30KAug 24, 2026

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Top Holders

FundsInsidersCongressActivists

Holdings (130)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	7.6M(+0.6%)	$507.2M	0.0%	+16.72%	31
FMR LLC	Increased	3.7M(+21.5%)	$246.9M	0.0%	+8.98%	37
VPVanguard Portfolio Management LLC	Increased	3.5M(+0.7%)	$238.2M	0.0%	+10.30%	31
Neuberger Berman Group LLC	Decreased	3.5M(-7.0%)	$232M	0.2%	+26.96%	0
State Street Corp.	Increased	3.3M(+5.2%)	$223.9M	0.0%	+18.02%	32
VAVanguard Capital Management LLC	Decreased	2.4M(-0.4%)	$158.7M	0.0%	+10.41%	0
Dimensional Fund Advisors LP	Increased	1.8M(+1.4%)	$123.7M	0.0%	+30.42%	30
Morgan Stanley	Decreased	1.7M(-9.6%)	$112.9M	0.0%	+43.13%	0
Geode Capital Management, LLC	Increased	1.4M(+4.8%)	$91.3M	0.0%	+24.38%	31
Federated Hermes, Inc.	Decreased	738,531(-2.2%)	$49.6M	0.1%	+31.02%	0
Northern Trust Corp.	Increased	657,590(+6.0%)	$44.1M	0.0%	+23.94%	31
Charles Schwab Investment Management Inc.	Decreased	635,278(-0.6%)	$42.6M	0.0%	+31.77%	0
Bank of New York Mellon Corp	Increased	544,140(+2.5%)	$36.5M	0.0%	+21.06%	30
Massachusetts Financial Services Co.	New	450,410	$30.2M	0.0%	-4.21%	40
VFVanguard Fiduciary Trust Co.	Increased	356,833(+3.2%)	$24M	0.0%	+9.89%	30
UBS Group AG	Increased	259,422(+70.5%)	$17.4M	0.0%	+4.98%	42
Principal Financial Group Inc.	Decreased	254,722(-0.7%)	$17.1M	0.0%	+30.07%	0
Bank of America Corp.	Decreased	246,960(-58.8%)	$16.6M	0.0%	+18.05%	0
AGAdage Capital Partners GP, L.L.C.	Increased	236,766(+208.4%)	$15.9M	0.0%	+0.67%	45
Goldman Sachs Group Inc.	Decreased	203,518(-61.2%)	$13.7M	0.0%	+32.40%	0

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CBUCommunity Financial System, Inc.

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Questions investors ask about CBU

Who owns CBU?

130 institutional investors held CBU on June 30, 2026, led by BlackRock, Inc. ($507.2M), FMR LLC ($246.9M) and Vanguard Portfolio Management LLC ($238.2M).

How many hedge funds hold CBU?

130 institutional investors reported CBU in their 13F filings for the quarter ended June 30, 2026, $2.5B in all. 7 of them are rated Elite.

Are institutions buying or selling CBU?

Buying, on balance. In Q2 2026, 75 institutions opened or added to positions in CBU and 57 institutions trimmed or exited.

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer