COMMUNITY FINANCIAL SYSTEM, INC.
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
Lisa C. McClainHouse · R · MI |
CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock |
Purchase $1,001 - $15,000 |
Aug 13, 2025 | Jun 11, 2025 | Filing ↗ |
Lisa C. McClainHouse · R · MI |
CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock |
Sale $1,001 - $15,000 |
Aug 13, 2025 | Jun 17, 2025 | Filing ↗ |
Daniel S. GoldmanHouse · D · NY |
CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock |
Sale $15,001 - $50,000 |
Aug 13, 2023 | Jul 12, 2023 | Filing ↗ |
Whale Activity
- Increased4
- New0
- Held0
- Decreased1
- Closed1
- No prior filing0
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 7.6M | $507.2M | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | $238.2M | increased |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $158.7M | decreased |
| TWO SIGMA INVESTMENTS, LP | 191.6K | $12.9M | increased |
| CITADEL ADVISORS LLC | 105.1K | $7.1M | increased |
| Millennium Management LLC | 0 | $0 | closed |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Singh SavneetDirector · Director | Purchase | +400 | $62.47 | $25K | Sep 9, 2026 | Form 4 ↗ |
| Vaccaro John ADirector · Director | Purchase | +317 | $63.11 | $20K | Aug 27, 2026 | Form 4 ↗ |
| Hall Brenda MDirector · Director | Purchase | +476 | $63.59 | $30K | Aug 24, 2026 | Form 4 ↗ |
| Bolus Mark J.Director | Sale | −12.2K | $67.00 | $817K | Jun 25, 2026 | Form 4 ↗ |
| Durkee Deresa FischerSVP, Chief Accounting Officer | Tax withholding | −1,326 | $64.77 | $86K | Jun 10, 2026 | Form 4 ↗ |
| Durkee Deresa FischerSVP, Chief Accounting Officer | Option exercise | +1,196 | $44.27 | $53K | Jun 10, 2026 | Form 4 ↗ |
| Durkee Deresa FischerSVP, Chief Accounting Officer | Option exercise | +427 | $51.64 | $22K | Jun 10, 2026 | Form 4 ↗ |
| STICKELS ERICDirector | Sale | −2,000 | $63.98 | $128K | Jun 8, 2026 | Form 4 ↗ |
| Wlos Marya BurgioEVP & Chief Financial Officer | Tax withholding | −273 | $63.62 | $17K | May 4, 2026 | Form 4 ↗ |
| STEELE SALLY ADirector | Option exercise | +9 | — | — | Apr 29, 2026 | Form 4 ↗ |
| Pecor Raymond C IIIDirector | Option exercise | +9 | — | — | Apr 29, 2026 | Form 4 ↗ |
| Parente JohnDirector | Option exercise | +9 | — | — | Apr 29, 2026 | Form 4 ↗ |
| Knauss Jeffery JDirector | Option exercise | +9 | — | — | Apr 29, 2026 | Form 4 ↗ |
| Pecor Raymond C IIIDirector | Option exercise | +1,254 | — | — | Mar 19, 2026 | Form 4 ↗ |
| STEELE SALLY ADirector | Option exercise | +1,254 | — | — | Mar 19, 2026 | Form 4 ↗ |
| Knauss Jeffery JDirector | Option exercise | +1,254 | — | — | Mar 19, 2026 | Form 4 ↗ |
| Parente JohnDirector | Option exercise | +1,254 | — | — | Mar 19, 2026 | Form 4 ↗ |
| STICKELS ERICDirector | Option exercise | +250 | — | — | Mar 16, 2026 | Form 4 ↗ |
| Abdo Michael NEVP and General Counsel | Tax withholding | −707 | $59.87 | $42K | Mar 4, 2026 | Form 4 ↗ |
| Abdo Michael NEVP and General Counsel | Grant / award | +1,948 | $0.00 | $0 | Mar 4, 2026 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 3.2M | $212.3M | 0.19% | Jun 30, 2026 |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 2.0M | $129.1M | 1.76% | May 31, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1.7M | $112.3M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF iShares Trust | 1.4M | $91.3M | 0.11% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1.2M | $81.0M | 0.04% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 815.9K | $52.9M | 0.72% | Jul 31, 2026 |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 763.5K | $51.2M | 0.08% | Jun 30, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 602.0K | $40.4M | 0.04% | Jun 30, 2026 |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 597.5K | $40.1M | 3.14% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 586.3K | $38.0M | 0.11% | Jul 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list CBU's shares (CUSIP 203607106), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Corporate Lobbying
No lobbying filings found naming COMMUNITY FINANCIAL SYSTEM, INC. as the client.
Government Contracts
No federal contract awards found for COMMUNITY FINANCIAL SYSTEM, INC..
U.S. Patents
No USPTO patent applications found for COMMUNITY FINANCIAL SYSTEM, INC..
Annual Financials
No annual XBRL figures on record for CBU. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 2-for-1Stock splitApr 13, 2004
- 2-for-1Stock splitMar 13, 1997
Split dates and ratios from the price history · Close Prices from Tiingo.com


