7 institutions reported holding $3.2M of Community Financial System Inc (CBU) in SEC 13F filings for 2026-06-30. Largest institutional holders: CANANDAIGUA NATIONAL BANK & TRUST CO ($1.8M), MOODY NATIONAL BANK TRUST DIVISION ($1.4M), GAMMA Investing LLC ($36,312), Versant Capital Management, Inc ($34,634), Dogwood Wealth Management LLC ($6,444). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CANANDAIGUA NATIONAL BANK & TRUST CO | $1.8M | 26,105 | Trimmed |
| 2 | MOODY NATIONAL BANK TRUST DIVISION | $1.4M | 20,547 | Added |
| 3 | GAMMA Investing LLC | $36,312 | 541 | Added |
| 4 | Versant Capital Management, Inc | $34,634 | 516 | Hold |
| 5 | Dogwood Wealth Management LLC | $6,444 | 96 | Added |
| 6 | Retirement Wealth Solutions LLC | $2,685 | 40 | Added |
| 7 | Pathway Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30