CBU — Community Financial System I Institutional Holders · Q3 2026
Who owns Community Financial System I (CBU)? 12 institutions reported holding $4.72M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Canandaigua National Bank & Trust Co ($1.6M), Moody National Bank Trust Division ($1.3M), Ausbil Investment Management Ltd ($1.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CANANDAIGUA NATIONAL BANK & TRUST CO | $1.6M | 26,105 | Hold |
| 2 | MOODY NATIONAL BANK TRUST DIVISION | $1.3M | 22,224 | Added |
| 3 | Ausbil Investment Management Ltd | $1.2M | 20,454 | Trimmed |
| 4 | LAWOOD & CO | $243,400 | 4,088 | Hold |
| 5 | Farther Finance Advisors, LLC | $215,720 | 3,623 | Added |
| 6 | EASTERN BANK | $71,448 | 1,200 | New |
| 7 | Versant Capital Management, Inc | $52,098 | 875 | Added |
| 8 | GAMMA Investing LLC | $36,141 | 607 | Added |
| 9 | GK Wealth Management LLC | $2,750 | 46 | New |
| 10 | Retirement Wealth Solutions LLC | $1,727 | 29 | Trimmed |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $536 | 9 | Trimmed |
| 12 | Davis Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30