CBU

Community Financial System I

Latest period2024 - Q4Total superinvestors25

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 25 superinvestors own shares of Community Financial System I (CBU), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Community Financial System I (CBU), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Community Financial System I (CBU) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Community Financial System I (CBU) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Increased 699.35%
0.02%
$8.932M
144,817 shares@ 61.69 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 11.44%
0.1%
$3.42M
55,445 shares@ 61.68 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 6.21%
0.01%
$3.064M
52,767 shares@ 58.08 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 1.01%
0.01%
$3.104M
50,322 shares@ 61.69 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
Increased 17.68%
0.03%
$586,329
9,506 shares@ 61.68 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
Increased 0.38%
0.02%
$410,604
6,657 shares@ 61.69 avg price
Bo Hanson@Abound Wealth Management
Recent Activity
Increased 0.83%
0.03%
$75,354
1,222 shares@ 61.67 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Increased 99.17%
0.01%
$29,483
478 shares@ 61.68 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Increased 0.87%
0.02%
$28,910
469 shares@ 61.65 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Increased 12.58%
0.01%
$12,000
197 shares@ 60.92 avg price