$CBU

$62.77 +$0.40 (0.64%) Close

$CBU Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 52.6M shares outstanding

Who owns CBU?

By type of holder

Institutions 77.8% Insiders 1.1% Everyone else 21.0%

Concentration Top 10 holders own 56.1%

BlackRock, Inc. 14.4% · Neuberger Berman Group LLC 6.6%

Institutional ownership

77.8%

+1.9 pts vs last qtr

Institutional holders

277

+12 vs last qtr

Net shares bought

+995.0K

by institutions in Q2 2026

New / sold out

42 / 30

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

FMR LLC +651.7K
Norges Bank NEW +567.2K

Biggest sellers in Q2 2026

NFJ Investment Group, LLC −419.9K
Bank Of America Corp /de/ −351.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.94M

8 notices from 6 people

Shares covered

44.4K

0.08% of the company

Arranged in advance

18%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Sally Steele Board of director $1.5M
Bolus Mark J. Director $816K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+18.7%

+1.93% a year

Each share's claim on the business

−15.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$116M vs $70.3M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years91% 3–5 years0% 1–3 years4% Under 1 year5%

Quarterly turnover

7.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CBU on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	7.6M	14.36%	+42.9K (+0.6%)	≤2021	0.0%
Shares held by quarter Peak holding7.7M (Q3'24) Change over 8 quarters−134.4K Share of the company14.360% BlackRock, Inc.'s full portfolio →
NB Neuberger Berman Group LLC	3.5M	6.57%	−258.8K (−7.0%)	≤2021	0.2%
Shares held by quarter Peak holding4.0M (Q3'25) Change over 8 quarters+291.2K Share of the company6.570% Neuberger Berman Group LLC's full portfolio →

BlackRock, Inc.

7.6M

% of company

14.36%

Change vs last qtr

+42.9K (+0.6%)

Held since

≤2021

Neuberger Berman Group LLC

3.5M

% of company

6.57%

Change vs last qtr

−258.8K (−7.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Community Financial System Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CBU on Form N-PORT; together they hold 49.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$212M	3.2M	6.01%	0.19%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$112M	1.7M	3.18%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$212M

% of company

6.01%

% of the fund

0.19%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$112M

% of company

3.18%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Community Financial System Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SE Stickels Eric Insider	147.8K	0.28%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.280% Stickels Eric's insider activity →
BM Bolus Mark J. Insider	126.8K	0.24%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.240% Bolus Mark J.'s insider activity →

Stickels Eric

Insider

147.8K

% of company

0.28%

Change vs last qtr

—

Held since

—

Bolus Mark J.

Insider

126.8K

% of company

0.24%

Change vs last qtr

—

Held since

—

18 more holders behind a free account

See every insider and 5%+ holder of Community Financial System Inc.

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