Community Financial System, Inc.: which funds bought and sold
Institutions that bought and sold Community Financial System shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 141 institutions that filed 13F reports for both quarters added to or opened positions in Community Financial System, and 102 cut or closed them. Together they added a net 464K shares, +1.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 914K shares (+9.8%); index fund managers were net buyers of 199K shares (+1.0%). 36 opened a new position and 25 sold out entirely.
Bought, Q2 2026 141 institutions, 36 of them new holders Sold, Q2 2026 102 institutions, 25 of them sold out
Net change, all compared +464K shares (+1.2%)
Net change, active managers +914K shares (+9.8%), 15 bought, 15 sold
Buyers versus sellers
141 bought 53 102 sold
Active managers and hedge funds 15 bought · 15 sold · +914K
Index fund managers 7 bought · 5 sold · +199K
Other institutions 119 bought · 82 sold · −649K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +652K +21.5% | 3.7M | $247M |
| Massachusetts Financial Services Co Active manager | +450K New position | 450K | $30.2M |
| Basswood Capital Management, L.L.C. | +321K New position | 321K | $21.5M |
| State Street Corp Index funds | +163K +5.2% | 3.3M | $224M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | +160K +208.4% | 237K | $15.9M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +134K New position | 134K | $9M |
| UBS Group AG | +107K +70.5% | 259K | $17.4M |
| Two Sigma Investments, LP Hedge fund | +95K +98.9% | 192K | $12.9M |
| Geode Capital Management, LLC Index funds | +62K +4.8% | 1.4M | $91.3M |
| Janney Montgomery Scott LLC | +61K New position | 61K | $4.1M |
| Logan Capital Management Inc | +56K New position | 56K | $3.8M |
| Blackrock, Inc. Index funds | +43K +0.6% | 7.6M | $507M |
| AQR Capital Management LLC Hedge fund | +40K +154.7% | 65K | $4.4M |
| Segall Bryant & Hamill, LLC Active manager | +39K +11.1% | 392K | $26.3M |
| Northern Trust Corp Index funds | +37K +6.0% | 658K | $44.1M |
| Wells Fargo & Company | +32K +71.7% | 76K | $5.1M |
| American Century Companies Inc Active manager | +25K +35.5% | 97K | $6.5M |
| Dimensional Fund Advisors LP | +25K +1.4% | 1.8M | $124M |
| Vanguard Portfolio Management LLC Index funds | +23K +0.7% | 3.5M | $238M |
| Xtx Topco Ltd | +21K +137.9% | 37K | $2.5M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +652K +21.5% | 3.7M | $247M |
| Massachusetts Financial Services Co Active manager | +450K New position | 450K | $30.2M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | +160K +208.4% | 237K | $15.9M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +134K New position | 134K | $9M |
| Two Sigma Investments, LP Hedge fund | +95K +98.9% | 192K | $12.9M |
| AQR Capital Management LLC Hedge fund | +40K +154.7% | 65K | $4.4M |
| Segall Bryant & Hamill, LLC Active manager | +39K +11.1% | 392K | $26.3M |
| American Century Companies Inc Active manager | +25K +35.5% | 97K | $6.5M |
| Price T Rowe Associates Inc Active manager | +12K +19.7% | 75K | $5M |
| Citadel Advisors LLC Hedge fund | +9,315 +9.7% | 105K | $7.1M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Nfj Investment Group, LLC | −420K −61.8% | 260K | $17.5M |
| Bank Of America Corp | −352K −58.8% | 247K | $16.6M |
| Goldman Sachs Group Inc | −321K −61.2% | 204K | $13.7M |
| Neuberger Berman Group LLC Active manager | −259K −7.0% | 3.5M | $232M |
| Morgan Stanley | −179K −9.6% | 1.7M | $113M |
| Deprince Race & Zollo Inc Active manager | −163K −30.7% | 368K | $24.7M |
| Proshare Advisors LLC Index funds | −106K −93.3% | 7,628 | $511,992 |
| Exoduspoint Capital Management, LP Hedge fund | −77K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −68K Sold out | 0 | — |
| Victory Capital Management Inc Active manager | −48K −31.4% | 106K | $7.1M |
| Sei Investments Co | −32K −58.9% | 22K | $1.5M |
| First Trust Advisors LP | −30K −48.7% | 32K | $2.1M |
| Numerai Gp LLC | −26K Sold out | 0 | — |
| Susquehanna International Group, LLP | −26K −71.8% | 10K | $681,671 |
| Squarepoint Ops LLC Hedge fund | −25K Sold out | 0 | — |
| Susquehanna Portfolio Strategies, LLC | −23K −67.7% | 11K | $721,808 |
| Intech Investment Management LLC Active manager | −16K −58.9% | 11K | $765,504 |
| Federated Hermes, Inc. Active manager | −16K −2.2% | 739K | $49.6M |
| Millennium Management LLC Hedge fund | −16K Sold out | 0 | — |
| Rhumbline Advisers Index funds | −15K −10.2% | 132K | $8.9M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Neuberger Berman Group LLC Active manager | −259K −7.0% | 3.5M | $232M |
| Deprince Race & Zollo Inc Active manager | −163K −30.7% | 368K | $24.7M |
| Exoduspoint Capital Management, LP Hedge fund | −77K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −68K Sold out | 0 | — |
| Victory Capital Management Inc Active manager | −48K −31.4% | 106K | $7.1M |
| Squarepoint Ops LLC Hedge fund | −25K Sold out | 0 | — |
| Intech Investment Management LLC Active manager | −16K −58.9% | 11K | $765,504 |
| Federated Hermes, Inc. Active manager | −16K −2.2% | 739K | $49.6M |
| Millennium Management LLC Hedge fund | −16K Sold out | 0 | — |
| Mangrove Partners Im, LLC Hedge fund | −14K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Massachusetts Financial Services CoActive manager | 450K | $30.2M |
| Basswood Capital Management, L.L.C. | 321K | $21.5M |
| Arrowstreet Capital, Limited PartnershipHedge fund | 134K | $9M |
| Janney Montgomery Scott LLC | 61K | $4.1M |
| Logan Capital Management Inc | 56K | $3.8M |
| Susquehanna Fundamental Investments, LLC | 19K | $1.3M |
| Aquatic Capital Management LLC | 8,163 | $547,901 |
| Mariner, LLC | 7,755 | $520,501 |
| Schonfeld Strategic Advisors LLCHedge fund | 7,621 | $511,521 |
| Mackenzie Financial Corp | 7,483 | $502,259 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Exoduspoint Capital Management, LPHedge fund | 77K | $4.5M |
| Balyasny Asset Management L.P.Hedge fund | 68K | $4M |
| Numerai Gp LLC | 26K | $1.5M |
| Squarepoint Ops LLCHedge fund | 25K | $1.4M |
| Millennium Management LLCHedge fund | 16K | $937,051 |
| Mangrove Partners Im, LLCHedge fund | 14K | $846,671 |
| Holocene Advisors, LPHedge fund | 14K | $831,305 |
| Creativeone Wealth, LLC | 7,637 | $447,910 |
| Pathway Financial Advisors LLC | 4,694 | $279,011 |
| Capstone Investment Advisors, LLCHedge fund | 4,589 | $269,145 |
Who holds the shares
- Institutions reporting
- 277
- Ten largest holders
- 72.1% of 13F-reported shares
- Index fund managers
- 48.7% of 13F-reported shares
- Active managers and hedge funds
- 25.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 15 | 15 | 4 | 8 | +914K | +9.8% |
| Index fund managers | 7 | 5 | 0 | 0 | +199K | +1.0% |
| Other institutions | 119 | 82 | 32 | 17 | −649K | −6.0% |
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