DIMENSIONAL FUND ADVISORS LP
Position in CBU — Community Financial System, Inc.
CIK 354204
AUSTIN, TX
Position in CBU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$123,733,973
+$17,085,108 QoQ
Shares Held
1,843,474
+1.4% QoQ
Ownership
3.50%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#7
of 276 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 7%
None 3%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,672 across 288 Banks - Regional names. CBU ranks #73 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,733,973 | 1,843,474 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $106,648,865 | 1,818,395 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $103,275,222 | 1,797,967 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $106,493,052 | 1,816,048 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $103,834,494 | 1,825,822 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $102,159,450 | 1,796,684 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $109,464,048 | 1,774,709 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $103,027,037 | 1,774,187 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $83,592,290 | 1,770,648 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $78,180,302 | 1,627,739 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $82,473,400 | 1,582,679 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $62,956,803 | 1,491,514 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $68,188,410 | 1,454,531 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $64,841,261 | 1,235,307 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $75,734,449 | 1,203,089 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $71,275,785 | 1,186,348 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $74,904,787 | 1,183,704 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $82,310,923 | 1,173,356 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $84,235,986 | 1,130,988 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $76,220,632 | 1,114,011 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $84,749,560 | 1,120,285 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $88,664,229 | 1,155,686 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $80,436,477 | 1,290,908 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $73,981,078 | 1,358,448 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $78,094,192 | 1,369,593 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $84,320,140 | 1,434,016 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||