Rockefeller Capital Management L.P.

Position in CBU — Community Financial System, Inc.

CIK 1739439 NEW YORK, NY

Position in CBU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$55,305

+$5,454 QoQ

Shares Held

824

-3.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#205

of 276 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

Rockefeller Capital Management L.P. holds $350,729,980 across 189 Banks - Regional names. CBU ranks #113 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	2,041,393	$115,073,320
2	PNC	Pnc Financial Services Group, Inc.	240,258	$59,156,322
3	FBNC	First Bancorp /Nc/	420,796	$26,901,486
4	IBN	Icici Bank Ltd	888,558	$25,794,838
5	TFC	Truist Financial Corp	382,434	$19,052,859
6	USB	US Bancorp \De\	237,502	$14,345,119
7	ZION	Zions Bancorporation, National Association /Ut/	170,260	$11,780,288
8	COLB	Columbia Banking System, Inc.	201,911	$6,471,246

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,305	824	-3.1%	Shares	Defined	2026-08-13
2026-03-31	$49,851	850	+58.9%	Shares	Defined	2026-05-14
2025-12-31	$30,729	535	-21.6%	Shares	Defined	2026-03-17
2025-09-30	$39,992	682	-66.3%	Shares	Defined	2025-11-14
2022-12-31	$127,284	2,022	+2.9%	Shares	Defined	2023-03-06
2022-09-30	$118,057	1,965	+686.0%	Shares	Defined	2022-11-02
2022-06-30	$15,819	250	+142.7%	Shares	Defined	2022-08-12
2022-03-31	$7,225	103	0.0%	Shares	Defined	2022-05-13
2021-12-31	$7,671	103	-59.6%	Shares	Defined	2022-02-14
2021-09-30	$17,447	255	-46.1%	Shares	Defined	2021-11-12
2021-06-30	$35,782	473	+715.5%	Shares	Defined	2021-08-10
2021-03-31	$4,449	58	-73.3%	Shares	Defined	2021-05-11
2020-03-31	$12,759	217	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.