COMMUNITY FINANCIAL SYSTEM I (CBU) Institutional Ownership Changes & 13F Activity

COMMUNITY FINANCIAL SYSTEM I (CBU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Goldman Sachs Group Inc, Basswood Capital Management, L.L.C., State Street Corp, and Deprince Race & Zollo Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-3,580-2.8%123,878$8.31MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+947+12.2%8,678$582.43KQ2 2026Sep 23, 2026
State Street CorpBuy+163,311+5.2%3,313,651$223.93MQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheBuy+2,344+9.7%26,480$1.78MQ2 2026Sep 09, 2026
Anchor Capital Advisors LlcSell-1,415-3.6%37,762$2.53MQ2 2026Sep 03, 2026
Citadel Advisors LlcBuy+9,315+9.7%105,104$7.05MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+7+0.7%975$65.44KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+2,205+11.2%21,965$1.47MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemBuy+4,294+7.6%61,099$4.10MQ2 2026Aug 24, 2026
Deprince Race & Zollo IncSell-162,750-30.7%368,124$24.71MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+2,379+19.7%14,441$969.28KQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+64—64$4.28KQ2 2026Aug 18, 2026
Public Employees Retirement System Of OhioBuy+39+6.3%658$44.16KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-9-4.4%194$13.12KQ2 2026Aug 17, 2026
Bank Of America CorpSell-351,826-58.8%246,960$16.58MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-321,043-61.2%203,518$13.66MQ2 2026Aug 14, 2026
Basswood Capital Management, L.L.C.Buy+321,017—321,017$21.55MQ2 2026Aug 14, 2026
Adage Capital Partners Gp, L.L.C.Buy+160,000+208.4%236,766$15.89MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+143,338—143,338$9.62MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+124,496—124,496$8.36MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+95,274+98.9%191,639$12.86MQ2 2026Aug 14, 2026
Logan Capital Management IncBuy+56,000—56,000$3.76MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+39,660+154.7%65,300$4.38MQ2 2026Aug 14, 2026
Sei Investments CoSell-31,952-58.9%22,272$1.49MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+31,768+71.7%76,055$5.10MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-25,898-71.8%10,156$681.67KQ2 2026Aug 14, 2026
Susquehanna Portfolio Strategies, LlcSell-22,557-67.7%10,754$721.81KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+21,229+137.9%36,622$2.46MQ2 2026Aug 14, 2026
Susquehanna Fundamental Investments, LlcBuy+18,874—18,874$1.27MQ2 2026Aug 14, 2026
Price T Rowe Associates IncBuy+12,325+19.7%74,881$5.03MQ2 2026Aug 14, 2026
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Frequently asked questions about CBU activity

  • Which institutional owners are buying CBU?

    Institutional owners buying CBU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CBU activity?

    "Buy" means an investor increased their reported position in CBU compared to the prior reporting period. This reflects growing exposure to COMMUNITY FINANCIAL SYSTEM I (CBU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CBU increasing?

    Institutional interest in CBU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.