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CBU · Community Financial System, Inc. · Held by Funds

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$62.65 -0.05 (-0.08%)
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$3.27B
Shares
52.62M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding CBU

297 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 3,162,717 $212,281,565 0.19%
Neuberger Genesis Fund 2,028,575 $129,098,513 1.76%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,673,706 $112,339,147 0.00%
iShares Russell 2000 ETF 1,360,967 $91,348,105 0.11%
VANGUARD SMALL-CAP INDEX FUND 1,206,557 $80,984,106 0.04%
VANGUARD SMALL-CAP VALUE INDEX FUND 763,505 $51,246,456 0.08%
VANGUARD EXTENDED MARKET INDEX FUND 601,982 $40,405,032 0.04%
Calvert Small Cap Fund 597,494 $40,103,797 3.14%
State Street(R) SPDR(R) S&P(R) Dividend ETF 506,742 $34,012,523 0.16%
Fidelity Small Cap Index Fund 524,506 $33,232,700 0.10%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 480,003 $32,217,801 0.19%
Fidelity Stock Selector Small Cap Fund 505,844 $32,050,276 0.46%
Fidelity Series Small Cap Opportunities Fund 378,341 $23,971,686 0.48%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 355,484 $23,860,086 0.50%
iShares Russell 2000 Value ETF 355,404 $23,854,716 0.16%
VIP Mid Cap Portfolio 336,700 $22,599,304 0.24%
VANGUARD TAX-MANAGED SMALL-CAP FUND 328,057 $22,019,186 0.19%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 295,771 $18,740,051 0.02%
U.S. Targeted Value Portfolio 283,076 $17,935,695 0.11%
Fidelity Extended Market Index Fund 272,890 $17,366,720 0.04%
VANGUARD RUSSELL 2000 INDEX FUND 272,098 $17,316,317 0.10%
Dimensional U.S. Targeted Value ETF 257,647 $16,324,514 0.12%
Schwab U.S. Small-Cap ETF 253,609 $16,139,677 0.07%
iShares S&P Small-Cap 600 Growth ETF 237,658 $15,951,605 0.19%
iShares S&P Small-Cap 600 Value ETF 221,486 $14,866,140 0.19%
U.S. SMALL CAP PORTFOLIO 233,459 $14,791,962 0.08%
Fidelity Advisor Small Cap Fund 229,300 $14,592,652 0.62%
Fidelity Small Cap Stock Fund 230,192 $14,584,965 1.13%
State Street(R) SPDR(R) S&P(R) Bank ETF 212,622 $14,271,189 0.96%
Fidelity Series Small Cap Core Fund 224,100 $14,198,976 0.88%
Neuberger Berman Genesis Portfolio 196,929 $13,217,874 1.69%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 206,259 $13,068,570 0.01%
Virtus NFJ Mid-Cap Value Fund 174,260 $11,696,331 2.08%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 182,178 $11,593,808 0.20%
American Beacon Small Cap Value Fund 176,473 $11,181,329 0.29%
Virtus Dividend, Interest & Premium Strategy Fund 173,884 $11,017,290 0.77%
Bridge Builder Small/Mid Cap Value Fund 163,080 $10,945,930 0.10%
Dimensional U.S. Small Cap ETF 171,961 $10,895,449 0.08%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF 150,923 $10,129,952 0.19%
U.S. MICRO CAP PORTFOLIO 155,513 $9,853,304 0.13%
Select Banking Portfolio 143,500 $9,132,340 2.02%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 133,227 $8,942,196 0.19%
iShares Russell 2000 Growth ETF 115,912 $7,780,013 0.05%
Goldman Sachs Small Cap Value Fund 119,652 $7,614,653 0.81%
Schwab Small-Cap Index Fund 116,149 $7,359,201 0.10%
WisdomTree U.S. SmallCap Dividend Fund 106,193 $7,127,674 0.33%
ProShares Russell 2000 Dividend Growers ETF 106,019 $6,747,049 1.03%
Schwab Fundamental U.S. Small Company ETF 105,976 $6,744,313 0.08%
Fidelity Total Market Index Fund 103,925 $6,613,787 0.00%
Dimensional U.S. Core Equity 2 ETF 99,730 $6,318,893 0.01%
Showing 1–50 of 297 positions
Key facts CIK 723188 CUSIP 203607106 13F (30d) 131 filings 131 filers Visit website Investor relations