COMMUNITY FINANCIAL SYSTEM, INC. CBU
CIK 0000723188 · CUSIP 203607106
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $110.50M 1,855,884 shares | 0.02% | +12.41K(+0.70%)Added | SEC filing ↗ Nov 4, 2026 | ▾ |
| 02 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $80.71M 1,355,284 shares | 0.00% | -4.62K(-0.30%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 03 | Bank of New York Mellon Corp CIK 1390777 · View history | $32.39M 544,056 shares | 0.01% | -84(0.00%)Reduced | SEC filing ↗ Nov 5, 2026 | ▾ |
| 04 | Riggs Asset Managment Co. Inc. CIK 1601348 · View history | $25.59M 429,875 shares | 4.73% | +18.44K(+4.50%)Added | SEC filing ↗ Nov 5, 2026 | ▾ |
| 05 | DEPRINCE RACE & ZOLLO INC CIK 1008894 · View history | $18.69M 313,905 shares | 0.33% | -54.22K(-14.70%)Reduced | SEC filing ↗ Oct 13, 2026 | ▾ |
| 06 | PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history | $15.02M 252,346 shares | 0.01% | -2.38K(-0.90%)Reduced | SEC filing ↗ Nov 2, 2026 | ▾ |
| 07 | ProShare Advisors LLC CIK 1357955 · View history | $9.15M 153,729 shares | 0.01% | +146.10K(+1,915.30%)Added | SEC filing ↗ Oct 29, 2026 | ▾ |
| 08 | Waldron Private Wealth LLC CIK 1598180 · View history | $7.33M 122,062 shares | 0.25% | 0(0.00%)Unchanged | SEC filing ↗ Nov 2, 2026 | ▾ |
| 09 | Russell Investments Group, Ltd. CIK 1692234 · View history | $5.75M 96,651 shares | 0.00% | +2.39K(+2.50%)Added | SEC filing ↗ Nov 6, 2026 | ▾ |
| 10 | Community Bank, N.A. CIK 1632187 · View history | $5.44M 91,411 shares | 0.58% | -116(-0.10%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 11 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 314969 · View history | $4.43M 74,394 shares | 0.01% | -1.32K(-1.70%)Reduced | SEC filing ↗ Oct 22, 2026 | ▾ |
| 12 | Sterling Capital Management LLC CIK 1329883 · View history | $3.94M 66,114 shares | 0.08% | -1.94K(-2.90%)Reduced | SEC filing ↗ Oct 22, 2026 | ▾ |
| 13 | Jacobi Capital Management LLC CIK 1689646 · View history | $3.75M 63,043 shares | 0.18% | +65(+0.10%)Added | SEC filing ↗ Nov 5, 2026 | ▾ |
| 14 | DEUTSCHE BANK AG\ CIK 948046 · View history | $3.14M 52,797 shares | 0.00% | -3.75K(-6.60%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 1632972 · View history | $2.74M 46,423 shares | 0.00% | -3.71K(-7.40%)Reduced | SEC filing ↗ Oct 13, 2026 | ▾ |
| 16 | ANCHOR CAPITAL ADVISORS LLC CIK 813933 · View history | $2.23M 37,506 shares | 0.07% | -256(-0.70%)Reduced | SEC filing ↗ Nov 5, 2026 | ▾ |
| 17 | LPL Financial LLC CIK 1403438 · View history | $2.03M 34,099 shares | 0.00% | -9.16K(-21.20%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 18 | Thrivent Financial for Lutherans CIK 314984 · View history | $2.01M 33,728 shares | 0.00% | -1.10K(-3.20%)Reduced | SEC filing ↗ Nov 5, 2026 | ▾ |
| 19 | CITIGROUP INC CIK 831001 · View history | $1.74M 29,244 shares | 0.00% | -18.58K(-38.90%)Reduced | SEC filing ↗ Nov 4, 2026 | ▾ |
| 20 | BARCLAYS PLC CIK 312069 · View history | $1.64M 27,481 shares | 0.00% | +14.83K(+117.30%)Added | SEC filing ↗ Nov 6, 2026 | ▾ |
Showing 20 / 119 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 119 reporting institutions.
This page includes 20 of 119 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 119 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"203607106","quarter":"2026Q3","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.