ETF Holdings Breakdown of CBU

News associated with CBU

Tower Research Capital LLC TRC Sells 5,596 Shares of Community Bank System, Inc. (NYSE:CBU)

Tower Research Capital LLC TRC reduced its position in shares of Community Bank System, Inc. (NYSE:CBU – Free Report) by 74.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,945 shares of the bank’s stock after selling 5,596 shares during the quarter. Tower […] - 2025-05-09 08:22:51

Raymond James Financial Inc. Makes New Investment in Community Bank System, Inc. (NYSE:CBU)

Raymond James Financial Inc. bought a new stake in shares of Community Bank System, Inc. (NYSE:CBU – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 11,134 shares of the bank’s stock, valued at approximately $687,000. A number of other […] - 2025-05-08 07:26:47

Community Bank System, Inc. (NYSE:CBU) Stock Holdings Lifted by Price T Rowe Associates Inc. MD

Price T Rowe Associates Inc. MD lifted its stake in shares of Community Bank System, Inc. (NYSE:CBU – Free Report) by 10.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,791 shares of the bank’s stock after acquiring an […] - 2025-05-07 08:55:07

Community Bank System, Inc. (NYSE:CBU) Shares Sold by First Trust Advisors LP

First Trust Advisors LP reduced its position in shares of Community Bank System, Inc. (NYSE:CBU – Free Report) by 27.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 33,887 shares of the bank’s stock after selling 12,612 shares during […] - 2025-05-06 08:41:00

Marshall Wace LLP Reduces Stock Position in Community Bank System, Inc. (NYSE:CBU)

Marshall Wace LLP trimmed its position in Community Bank System, Inc. (NYSE:CBU – Free Report) by 56.9% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,800 shares of the bank’s stock after selling 7,670 shares during the period. Marshall Wace LLP’s holdings in Community Bank System […] - 2025-05-05 08:00:50

Community Bank System, Inc. (NYSE:CBU) Shares Sold by Cerity Partners LLC

Cerity Partners LLC reduced its stake in shares of Community Bank System, Inc. (NYSE:CBU – Free Report) by 27.2% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 3,891 shares of the bank’s stock after selling 1,457 shares during the period. Cerity Partners LLC’s holdings in Community Bank System were worth $233,000 as of […] - 2025-04-25 07:52:45

Invesco Ltd. Boosts Position in Community Bank System, Inc. (NYSE:CBU)

Invesco Ltd. raised its stake in Community Bank System, Inc. (NYSE:CBU – Free Report) by 4.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 188,507 shares of the bank’s stock after acquiring an additional 8,218 shares during the period. Invesco Ltd.’s holdings in Community Bank System were worth $11,627,000 as of its most recent […] - 2025-04-23 08:51:02

Wells Fargo & Company MN Has $3.40 Million Stock Position in Community Bank System, Inc. (NYSE:CBU)

Wells Fargo & Company MN raised its holdings in Community Bank System, Inc. (NYSE:CBU – Free Report) by 15.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 55,153 shares of the bank’s stock after purchasing an additional 7,428 shares during the quarter. […] - 2025-04-23 08:06:52

Envestnet Asset Management Inc. Raises Position in Community Bank System, Inc. (NYSE:CBU)

Envestnet Asset Management Inc. raised its holdings in shares of Community Bank System, Inc. (NYSE:CBU – Free Report) by 16.8% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 75,177 shares of the bank’s stock after acquiring an additional 10,809 shares during the period. Envestnet Asset Management Inc.’s holdings in Community Bank System […] - 2025-04-23 07:20:56

Russell Investments Group Ltd. Raises Stock Holdings in Community Bank System, Inc. (NYSE:CBU)

Russell Investments Group Ltd. grew its stake in shares of Community Bank System, Inc. (NYSE:CBU – Free Report) by 88.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 102,586 shares of the bank’s stock after buying an additional 48,103 shares during the period. Russell Investments Group Ltd.’s holdings in Community Bank System […] - 2025-04-14 08:15:00

JPMorgan Chase & Co. Grows Position in Community Bank System, Inc. (NYSE:CBU)

JPMorgan Chase & Co. grew its stake in Community Bank System, Inc. (NYSE:CBU – Free Report) by 210.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 348,405 shares of the bank’s stock after buying an additional 236,028 shares […] - 2025-04-11 08:05:21

California Public Employees Retirement System Lowers Stake in Community Bank System, Inc. (NYSE:CBU)

California Public Employees Retirement System reduced its position in Community Bank System, Inc. (NYSE:CBU – Free Report) by 10.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 91,180 shares of the bank’s stock after selling 10,962 shares during the period. California Public Employees Retirement System’s holdings in Community Bank System were worth $5,624,000 at […] - 2025-04-08 08:22:55

Analyzing Community Bank System (NYSE:CBU) & Firstsun Capital Bancorp (NASDAQ:FSUN)

Firstsun Capital Bancorp (NASDAQ:FSUN – Get Free Report) and Community Bank System (NYSE:CBU – Get Free Report) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, institutional ownership, profitability, earnings, dividends, risk and valuation. Earnings & Valuation This table compares […] - 2025-03-31 05:47:01

Thrivent Financial for Lutherans Sells 2,285 Shares of Community Bank System, Inc. (NYSE:CBU)

Thrivent Financial for Lutherans lowered its stake in Community Bank System, Inc. (NYSE:CBU – Free Report) by 5.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 43,328 shares of the bank’s stock after selling 2,285 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Community Bank System were worth $2,672,000 at the end […] - 2025-03-28 08:20:53

Natixis Advisors LLC Increases Holdings in Community Bank System, Inc. (NYSE:CBU)

Natixis Advisors LLC increased its stake in Community Bank System, Inc. (NYSE:CBU – Free Report) by 4.7% in the 4th quarter, HoldingsChannel reports. The fund owned 14,127 shares of the bank’s stock after acquiring an additional 639 shares during the period. Natixis Advisors LLC’s holdings in Community Bank System were worth $871,000 at the end […] - 2025-03-27 08:42:57

Zurcher Kantonalbank Zurich Cantonalbank Has $880,000 Stock Position in Community Bank System, Inc. (NYSE:CBU)

Zurcher Kantonalbank Zurich Cantonalbank boosted its holdings in shares of Community Bank System, Inc. (NYSE:CBU – Free Report) by 16.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,274 shares of the bank’s stock after buying an additional 2,052 […] - 2025-03-21 08:45:22

New York State Common Retirement Fund Boosts Stake in Community Bank System, Inc. (NYSE:CBU)

New York State Common Retirement Fund lifted its holdings in shares of Community Bank System, Inc. (NYSE:CBU – Free Report) by 3.9% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 16,883 shares of the bank’s stock after acquiring an additional 634 shares during the quarter. New York State Common Retirement Fund’s holdings in […] - 2025-03-04 08:16:50

Principal Financial Group Inc. Has $15.72 Million Position in Community Bank System, Inc. (NYSE:CBU)

Principal Financial Group Inc. increased its position in Community Bank System, Inc. (NYSE:CBU – Free Report) by 2.9% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 254,869 shares of the bank’s stock after acquiring an additional 7,160 shares during the quarter. Principal Financial Group Inc.’s holdings in Community Bank System were worth $15,720,000 […] - 2025-02-26 09:06:51

Yousif Capital Management LLC Lowers Stock Holdings in Community Bank System, Inc. (NYSE:CBU)

Yousif Capital Management LLC cut its holdings in Community Bank System, Inc. (NYSE:CBU – Free Report) by 2.0% in the 4th quarter, HoldingsChannel reports. The fund owned 19,903 shares of the bank’s stock after selling 403 shares during the period. Yousif Capital Management LLC’s holdings in Community Bank System were worth $1,228,000 at the end […] - 2025-02-14 08:54:46

CBU institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-05-08	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	33,034	USD 1,876,992
2025-05-08	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	11,886	USD 675,363 1.7%
2025-05-08	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	110	USD 6,250
Total =		45,030	USD 2,558,605

Book value of shares is calculated on the adjusted close price of each day (row).

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