MORGAN STANLEY

Position in CBU — Community Financial System, Inc.

CIK 895421 NEW YORK, NY

Back to CBU Full portfolio

Position in CBU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$109,152,686

-$6,039,551 QoQ

Shares Held

1,861,086

-7.2% QoQ

Ownership

3.54%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92.81290601294083.ToString("F0")% Shared 0.ToString("F0")% None 7.1870939870591695.ToString("F0")%

Common Shares in CBU Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $18,675,889,556 across 312 Banks - Regional names. CBU ranks #33 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	141,628,383	$2,035,199,856
2	USB	US Bancorp De	29,304,473	$1,524,125,632
3	IBN	Icici Bank Ltd	48,117,738	$1,246,249,407
4	FITB	Fifth Third Bancorp	24,776,241	$1,151,104,148
5	PNC	Pnc Financial Services Group, Inc.	4,814,412	$1,001,830,982
6	TFC	Truist Financial Corp	21,597,973	$992,858,810
7	MTB	M&T Bank Corp	4,452,035	$920,324,667
8	HDB	Hdfc Bank Ltd	30,807,471	$766,489,871

All Filings in CBU

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$109,152,686	1,861,086	-7.2%	Shares	Defined	2026-05-15
2025-12-31	$115,192,237	2,005,436	-11.5%	Shares	Defined	2026-05-27
2025-09-30	$132,905,326	2,266,462	+1.9%	Shares	Defined	2026-05-27
2025-06-30	$126,503,325	2,224,430	+0.0%	Shares	Defined	2025-08-15
2025-03-31	$126,451,003	2,223,901	-3.0%	Shares	Defined	2025-05-15
2024-12-31	$141,484,169	2,293,842	+2.3%	Shares	Defined	2025-05-15
2024-09-30	$130,152,692	2,241,307	-4.2%	Shares	Defined	2025-05-14
2024-06-30	$110,400,011	2,338,488	+3.0%	Shares	Defined	2025-05-14
2024-03-31	$109,006,143	2,269,543	+6.8%	Shares	Defined	2024-10-17
2023-12-31	$110,758,601	2,125,477	+2.3%	Shares	Defined	2024-08-16
2023-09-30	$87,731,536	2,078,454	+8.8%	Shares	Defined	2023-11-15
2023-06-30	$89,574,782	1,910,725	+25.2%	Shares	Defined	2023-08-14
2023-03-31	$80,098,682	1,525,980	+0.2%	Shares	Defined	2023-05-15
2022-12-31	$95,866,739	1,522,903	+287.3%	Shares	Defined	2023-02-14
2022-09-30	$23,624,473	393,217	+4.8%	Shares	Defined	2022-11-14
2022-06-30	$23,746,701	375,264	+36.4%	Shares	Defined	2022-10-27
2022-03-31	$19,300,437	275,131	+0.9%	Shares	Defined	2022-10-27
2021-12-31	$20,303,097	272,598	+2.5%	Shares	Defined	2022-02-14
2021-09-30	$18,198,418	265,981	+7.4%	Shares	Defined	2021-11-15
2021-06-30	$18,726,851	247,546	+20.9%	Shares	Defined	2021-08-23
2021-03-31	$15,712,788	204,807	-27.5%	Shares	Defined	2021-05-17
2020-12-31	$17,597,774	282,423	+38.4%	Shares	Defined	2021-02-16
2020-09-30	$11,111,472	204,030	-16.5%	Shares	Defined	2020-11-13
2020-06-30	$13,932,949	244,352	+22.4%	Shares	Defined	2020-08-14
2020-03-31	$11,740,829	199,674	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.