Community Financial System, Inc.
US ˙ NYSE ˙ US2036071064

SecurityCBU / Community Financial System, Inc.
InstitutionPrudential Financial Inc
Latest Disclosed Ownership53,887 shares
Latest Disclosed Value $ 3,160,473
Prudential Financial Inc reports 8.86% increase in ownership of CBU / Community Financial System, Inc.

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 53,887 shares of Community Financial System, Inc. (US:CBU) valued at $3,160,473 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 49,502 shares of Community Financial System, Inc.. This represents a change in shares of 8.86% during the quarter. The current value of the position is $3,315,128 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F OMMUNITY FINANCIAL SYSTEM I COM 203607106 53,887 4,385 8.86 3,160 11.15 0.0022
2026-02-13 2025-12-31 13F COMMUNITY FINANCIAL SYSTEM I COM 203607106 49,502 -3,441 -6.50 2,843 -8.41 0.0034
2025-11-13 2025-09-30 13F COMMUNITY FINANCIAL SYSTEM I COM 203607106 52,943 -1,775 -3.24 3,105 -17.01 0.0037
2025-08-12 2025-06-30 13F COMMUNITY FINANCIAL SYSTEM I COM 203607106 54,718 3,096 6.00 3,740 5.06 0.0048
2025-05-13 2025-03-31 13F COMMUNITY FINANCIAL SYSTEM I COM 203607106 51,622 -1,760 -3.30 3,560 -3.44 0.0051
2025-02-11 2024-12-31 13F COMMUNITY FINANCIAL SYSTEM I COM 203607106 53,382 -1,604 -2.92 3,687 15.47 0.0051
2024-11-14 2024-09-30 13F COMMUNITY FINANCIAL SYSTEM I COM 203607106 54,986 -1,586 -2.80 3,193 19.59 0.0045
2024-08-13 2024-06-30 13F COMMUNITY FINANCIAL SYSTEM I COM 203607106 56,572 -2,990 -5.02 2,671 -6.64 0.0040
2024-05-14 2024-03-31 13F COMMUNITY BK SYS COM 203607106 59,562 -1,899 -3.09 2,861 -10.68 0.0040
2024-02-13 2023-12-31 13F COMMUNITY BK SYS COM 203607106 61,461 -1,133 -1.81 3,203 21.20 0.0048
2023-11-13 2023-09-30 13F COMMUNITY BK SYS COM 203607106 62,594 -3,587 -5.42 2,642 -14.83 0.0041
2023-08-11 2023-06-30 13F COMMUNITY BK SYS COM 203607106 66,181 13,790 26.32 3,103 12.80 0.0045
2023-05-12 2023-03-31 13F COMMUNITY BK SYS COM 203607106 52,391 -1,810 -3.34 2,750 -19.38 0.0043
2023-02-14 2022-12-31 13F COMMUNITY BK SYS COM 203607106 54,201 -395 -0.72 3,412 3.99 0.0057
2022-11-04 2022-09-30 13F COMMUNITY BK SYS COM 203607106 54,596 -480 -0.87 3,280 -5.88 0.0056
2022-08-15 2022-06-30 13F COMMUNITY BK SYS COM 203607106 55,076 -1,070 -1.91 3,485 -11.53 0.0055
2022-05-13 2022-03-31 13F COMMUNITY BK SYS COM 203607106 56,146 -1,220 -2.13 3,939 -7.82 0.0052
2022-02-14 2021-12-31 13F COMMUNITY BK SYS COM 203607106 57,366 -650 -1.12 4,273 7.66 0.0053
2021-11-15 2021-09-30 13F COMMUNITY BK SYS COM 203607106 58,016 -550 -0.94 3,969 -10.43 0.0055
2021-08-16 2021-06-30 13F COMMUNITY BK SYS COM 203607106 58,566 -3,288 -5.32 4,431 -6.62 0.0061
2021-05-12 2021-03-31 13F COMMUNITY BK SYS COM 203607106 61,854 190 0.31 4,745 23.47 0.0071
2021-08-16 2020-12-31 13F/A-1 COMMUNITY BK SYS COM 0062 203607106 61,664 -575 -0.92 3,843 13.36 0.0065
2021-02-16 2020-12-31 13F COMMUNITY BK SYS COM 203607106 61,664 -575 3,842 0.0065
2020-11-16 2020-09-30 13F COMMUNITY BK SYS COM 203607106 62,239 340 0.55 3,390 -3.94 0.0064
2020-08-12 2020-06-30 13F COMMUNITY BK SYS COM 203607106 61,899 -20,262 -24.66 3,529 -26.95 0.0068
2020-05-12 2020-03-31 13F COMMUNITY BK SYS COM 203607106 82,161 450 0.55 4,831 -16.66 0.0107
2020-02-11 2019-12-31 13F COMMUNITY BK SYS COM 203607106 81,711 -453 -0.55 5,797 14.36 0.0086
2019-11-13 2019-09-30 13F COMMUNITY BK SYS COM 203607106 82,164 -1,327 -1.59 5,069 -7.79 0.0080
2019-08-08 2019-06-30 13F COMMUNITY BK SYS COM 203607106 83,491 10 0.01 5,497 10.16 0.0086
2019-05-15 2019-03-31 13F COMMUNITY BK SYS COM 203607106 83,481 -15,490 -15.65 4,990 -13.52 0.0083
2019-02-07 2018-12-31 13F COMMUNITY BK SYS COM 203607106 98,971 -1,420 -1.41 5,770 -5.89 0.0101
2018-11-07 2018-09-30 13F COMMUNITY BK SYS COM 203607106 100,391 -2,824 -2.74 6,131 0.56 0.0090
2018-08-13 2018-06-30 13F COMMUNITY BK SYS COM 203607106 103,215 -92 -0.09 6,097 10.19 0.0091
2018-05-04 2018-03-31 13F COMMUNITY BK SYS COM 203607106 103,307 9,100 9.66 5,533 9.26 0.0084
2018-02-13 2017-12-31 13F COMMUNITY BK SYS COM 203607106 94,207 -9,550 -9.20 5,064 -11.67 0.0069
2017-11-02 2017-09-30 13F COMMUNITY BK SYS COM 203607106 103,757 1,290 1.26 5,733 0.31 0.0095
2017-08-07 2017-06-30 13F COMMUNITY BK SYS COM 203607106 102,467 17,123 20.06 5,715 21.80 0.0085
2017-05-10 2017-03-31 13F COMMUNITY BK SYS COM 203607106 85,344 8,660 11.29 4,692 -0.97 0.0073
2017-02-07 2016-12-31 13F COMMUNITY BK SYS COM 203607106 76,684 -2,460 -3.11 4,738 24.42 0.0076
2016-11-04 2016-09-30 13F COMMUNITY BK SYS COM 203607106 79,144 -28,240 -26.30 3,808 -13.69 0.0063
2016-08-09 2016-06-30 13F COMMUNITY BK SYS COM 203607106 107,384 1,960 1.86 4,412 9.53 0.0074
2016-05-09 2016-03-31 13F COMMUNITY BK SYS COM 203607106 105,424 4,100 4.05 4,028 -0.47 0.0072
2016-02-12 2015-12-31 13F COMMUNITY BK SYS COM 203607106 101,324 -33,853 -25.04 4,047 -19.46 0.0073
2015-11-10 2015-09-30 13F COMMUNITY BK SYS COM 203607106 135,177 -81,350 -37.57 5,025 -38.55 0.0099
2015-08-06 2015-06-30 13F COMMUNITY BK SYS COM 203607106 216,527 -16,000 -6.88 8,178 -0.62 0.0145
2015-05-01 2015-03-31 13F COMMUNITY BK SYS COM 203607106 232,527 131,503 130.17 8,229 113.63 0.0143
2015-02-06 2014-12-31 13F COMMUNITY BK SYS COM 203607106 101,024 200 0.20 3,852 13.73 0.0070
2014-11-12 2014-09-30 13F COMMUNITY BK SYS COM 203607106 100,824 -5,903 -5.53 3,387 -12.34 0.0064
2014-08-13 2014-06-30 13F COMMUNITY BK SYS COM 203607106 106,727 3,603 3.49 3,864 -3.98 0.0068
2014-05-14 2014-03-31 13F COMMUNITY BK SYS COM 203607106 103,124 800 0.78 4,024 -0.89 0.0075
2014-02-11 2013-12-31 13F COMMUNITY BK SYS COM 203607106 102,324 560 0.55 4,060 16.94 0.0081
2013-11-07 2013-09-30 13F COMMUNITY BK SYS COM 203607106 101,764 2,650 2.67 3,472 13.54 0.0074
2013-08-07 2013-06-30 13F COMMUNITY BK SYS COM 203607106 99,114 99,114 3,058 0.0068
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.