Filing Research | CBU - COMMUNITY FINANCIAL SYSTEM I Institutional Holdings

Snapshot holdings

50 / 55 loaded

#		Instrument	quantity
1	Waldron Private Wealth LLC	Shares	122.1KSH	$8.2M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	50.1KSH	$3.3M
3	Ausbil Investment Management Ltd	Shares	41.2KSH	$2.8M
4	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	26.1KSH	$1.8M
5	Louisiana State Employees Retirement System	Shares	23.0KSH	$1.5M
6	MOODY NATIONAL BANK TRUST DIVISION	Shares	20.5KSH	$1.4M
7	Alliance Wealth Advisors, LLC	Shares	19.8KSH	$1.3M
8	Police & Firemen's Retirement System of New Jersey	Shares	15.8KSH	$1.1M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	14.1KSH	$945.8K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.5KSH	$836.5K
11	FULTON BANK, N.A.	Shares	11.8KSH	$793.2K
12	BENJAMIN EDWARDS INC	Shares	10.3KSH	$692.9K
13	QRG CAPITAL MANAGEMENT, INC.	Shares	8.7KSH	$582.4K
14	Aureum Wealth Management, LLC	Shares	7.6KSH	$508.2K
15	Sovereign Financial Group, Inc.	Shares	7.3KSH	$489.4K
16	Cornell Pochily Investment Advisors, Inc.	Shares	6.4KSH	$428.5K
17	Allegheny Financial Group	Shares	6.1KSH	$407.9K
18	PEOPLES FINANCIAL SERVICES CORP.	Shares	5.1KSH	$342.3K
19	RIA Advisory Group LLC	Shares	4.2KSH	$279.8K
20	LAWOOD & CO	Shares	4.1KSH	$274.4K
21	MELFA WEALTH MANAGEMENT, INC.	Shares	4.0KSH	$271.2K
22	Crossmark Global Holdings, Inc.	Shares	3.2KSH	$213.0K
23	Farther Finance Advisors, LLC	Shares	3.1KSH	$207.2K
24	CITIZENS & NORTHERN CORP	Shares	3.1KSH	$206.9K
25	Marshall & Sterling Wealth Advisors Inc.	Shares	3.0KSH	$201.4K
26	Wealthcare Capital Partners, LLC	Shares	3.0KSH	$201.2K
27	Community Financial Services Group, LLC	Shares	1.4KSH	$95.1K
28	Abound Wealth Management	Shares	1.2KSH	$81.7K
29	Blue Trust, Inc.	Shares	800SH	$53.7K
30	Center for Financial Planning, Inc.	Shares	780SH	$52.4K
31	IFP Advisors, Inc	Shares	627SH	$42.1K
32	GAMMA Investing LLC	Shares	541SH	$36.3K
33	EverSource Wealth Advisors, LLC	Shares	519SH	$34.8K
34	Versant Capital Management, Inc	Shares	516SH	$34.6K
35	SJS Investment Consulting Inc.	Shares	376SH	$25.2K
36	Dogwood Wealth Management LLC	Shares	96SH	$6.4K
37	ST GERMAIN D J CO INC	Shares	78SH	$5.2K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	75.7KSH	$5.1K
39	JFS WEALTH ADVISORS, LLC	Shares	42SH	$2.8K
40	Fortitude Family Office, LLC	Shares	41SH	$2.8K
41	Retirement Wealth Solutions LLC	Shares	40SH	$2.7K
42	High Note Wealth, LLC	Shares	36SH	$2.4K
43	FARMERS & MERCHANTS INVESTMENTS INC	Shares	29SH	$1.9K
44	State of Alaska, Department of Revenue	Shares	19.6KSH	$1.3K
45	Creative Capital Management Investments LLC	Shares	19SH	$1.3K
46	Handelsbanken Fonder AB	Shares	16.2KSH	$1.1K
47	AMALGAMATED BANK	Shares	14.1KSH	$949
48	HORIZON FINANCIAL SERVICES, LLC	Shares	11SH	$738
49	DiNuzzo Private Wealth, Inc.	Shares	10SH	$672
50	GILPIN WEALTH MANAGEMENT, LLC	Shares	10SH	$672

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Manager changes2026-06-30 vs 2026-03-31

50 / 56 loaded

#		Instrument
1	Ausbil Investment Management Ltd added	Shares	+18.2K	+$1.5M	$2.8M
2	Waldron Private Wealth LLC added	Shares	+9	+$1.0M	$8.2M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.8K	+$832.1K	$3.3M
4	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+3.3K	+$366.5K	$1.4M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+1.8K	+$237.0K	$1.1M
6	Crossmark Global Holdings, Inc. new	Shares	+3.2K	+$213.0K	$213.0K
7	CITIZENS & NORTHERN CORP new	Shares	+3.1K	+$206.9K	$206.9K
8	Wealthcare Capital Partners, LLC new	Shares	+3.0K	+$201.2K	$201.2K
9	Louisiana State Employees Retirement System trimmed	Shares	-400	+$171.3K	$1.5M
10	FULTON BANK, N.A. added	Shares	+925	+$154.3K	$793.2K
11	QRG CAPITAL MANAGEMENT, INC. added	Shares	+947	+$129.0K	$582.4K
12	BENJAMIN EDWARDS INC added	Shares	+578	+$121.2K	$692.9K
13	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+19	+$120.5K	$945.8K
14	Alliance Wealth Advisors, LLC trimmed	Shares	-1.1K	+$105.9K	$1.3M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-565	+$72.4K	$836.5K
16	Aureum Wealth Management, LLC unchanged	Shares	0	+$64.1K	$508.2K
17	Sovereign Financial Group, Inc. unchanged	Shares	0	+$61.8K	$489.4K
18	Farther Finance Advisors, LLC added	Shares	+520	+$54.7K	$207.2K
19	Cornell Pochily Investment Advisors, Inc. unchanged	Shares	0	+$54.1K	$428.5K
20	Allegheny Financial Group trimmed	Shares	-73	+$47.2K	$407.9K
21	PEOPLES FINANCIAL SERVICES CORP. unchanged	Shares	0	+$43.1K	$342.3K
22	LAWOOD & CO unchanged	Shares	0	+$34.6K	$274.4K
23	RIA Advisory Group LLC trimmed	Shares	-17	+$34.3K	$279.8K
24	MELFA WEALTH MANAGEMENT, INC. unchanged	Shares	0	+$34.2K	$271.2K
25	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	+$25.4K	$201.4K
26	SJS Investment Consulting Inc. added	Shares	+368	+$24.8K	$25.2K
27	GAMMA Investing LLC added	Shares	+150	+$13.4K	$36.3K
28	Community Financial Services Group, LLC unchanged	Shares	0	+$12.6K	$95.1K
29	IFP Advisors, Inc added	Shares	+103	+$11.4K	$42.1K
30	Abound Wealth Management unchanged	Shares	0	+$10.3K	$81.7K
31	Center for Financial Planning, Inc. unchanged	Shares	0	+$6.6K	$52.4K
32	Dogwood Wealth Management LLC added	Shares	+64	+$4.6K	$6.4K
33	Versant Capital Management, Inc unchanged	Shares	0	+$4.4K	$34.6K
34	Creative Capital Management Investments LLC new	Shares	+19	+$1.3K	$1.3K
35	JFS WEALTH ADVISORS, LLC added	Shares	+10	+$944	$2.8K
36	HORIZON FINANCIAL SERVICES, LLC new	Shares	+11	+$738	$738
37	Retirement Wealth Solutions LLC added	Shares	+5	+$632	$2.7K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-1.1K	+$579	$5.1K
39	PARK AVENUE SECURITIES LLC new	Shares	+6.3K	+$425	$425
40	Fortitude Family Office, LLC unchanged	Shares	0	+$347	$2.8K
41	High Note Wealth, LLC unchanged	Shares	0	+$305	$2.4K
42	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$245	$1.9K
43	Davis Capital Management new	Shares	+3	+$201	$201
44	LRI Investments, LLC new	Shares	+3	+$201	$201
45	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	+$144	$672
46	Handelsbanken Fonder AB unchanged	Shares	0	+$137	$1.1K
47	Blue Trust, Inc. trimmed	Shares	-114	+$90	$53.7K
48	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$85	$672
49	AMALGAMATED BANK trimmed	Shares	-1.0K	+$59	$949
50	SBI Securities Co., Ltd. unchanged	Shares	0	+$33	$268

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