Cross-institution positioning
Aug 6, 2026Mixed positioning. 1 accumulating, 2 reducing, 1 exited across 4 comparable institutions.
Source: Schedule 13 researchCBU Institutional Ownership
COMMUNITY FINANCIAL SYSTEM, INC.
Latest stored close $59.10 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Buy
66/100
5 tracked · 4 comparable
Latest filing
Aug 6, 2026
Positive breadth
2 positive · 3 negative
Recent close
$59.10
Research confidence
Medium
Institutional Research 60/100 · 1 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 6, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported1
Reducing / exited
3
52-week position
—
Institutional Intelligence
Why STOCKNODE says Buy
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Buy 66/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 3 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Recent insider purchase activity confirms the institutional direction.
- Comparable SEC fundamentals are improving.
Institutional
65/100
Insiders
72/100
Fundamentals
66/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 17, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 3 purchases by 3 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 21, 20262 non-amendment material events in the last 90 days; Latest classified evidence: Regulation FD disclosure. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 7, 2026Revenue +12.0% YoY; Net income +19.5% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 52% through its reported 52-week range; +8.1% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Fidelity / FMR.
Filed Aug 6, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 6, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Fidelity / FMR
Filed Aug 6, 2026
Direction locked
Vanguard Capital Management
Filed Apr 29, 2026
Direction locked
State Street
Filed May 13, 2025
Direction locked
BlackRock
Filed Jan 23, 2024
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Fidelity / FMR
Filed Aug 6, 2026
Vanguard Capital Management
Filed Apr 29, 2026
State Street
Filed May 13, 2025
BlackRock
Filed Jan 23, 2024
Vanguard Group
Filed Mar 26, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases33 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth3Multi-insider
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 17, 2026 | Sullivan Michele | AGrant, award, or other acquisition · derivative | Deferred Stock (Deferred Compensation) | 396 | $62.77 | Direct | Sep 18, 2026 |
| Sep 17, 2026 | Vaccaro John A | AGrant, award, or other acquisition · derivative | Deferred Stock (Deferred Compensation) | 347 | $62.77 | Direct | Sep 18, 2026 |
| Sep 9, 2026 | Singh Savneet | POpen-market or private purchase | Common Stock | 400 | $62.47 | Direct | Sep 10, 2026 |
| Aug 27, 2026 | Vaccaro John A | POpen-market or private purchase | Common Stock | 317 | $63.11 | Direct | Aug 28, 2026 |
| Aug 24, 2026 | Hall Brenda M | POpen-market or private purchase | Common Stock | 476 | $63.59 | Direct | Aug 26, 2026 |
| Jun 25, 2026 | Bolus Mark J. | SOpen-market or private sale | Common Stock | 12.2K | $67.00 | Direct | Jun 29, 2026 |
| Jun 18, 2026 | Sullivan Michele | AGrant, award, or other acquisition · derivative | Deferred Stock (Deferred Compensation) | 406 | $61.24 | Direct | Jun 18, 2026 |
| Jun 18, 2026 | Vaccaro John A | AGrant, award, or other acquisition · derivative | Deferred Stock (Deferred Compensation) | 320 | $61.24 | Direct | Jun 18, 2026 |
| Jun 10, 2026 | Durkee Deresa Fischer | MExercise or conversion of derivative · derivative | Stock Option | 1.2K | $0.00 | Direct | Jun 11, 2026 |
| Jun 10, 2026 | Durkee Deresa Fischer | MExercise or conversion of derivative · derivative | Stock Option | 427 | $0.00 | Direct | Jun 11, 2026 |
| Jun 10, 2026 | Durkee Deresa Fischer | FTax/price withholding or payment | Common Stock | 1.3K | $64.77 | Direct | Jun 11, 2026 |
| Jun 10, 2026 | Durkee Deresa Fischer | MExercise or conversion of derivative | Common Stock | 1.2K | $44.27 | Direct | Jun 11, 2026 |
| Jun 10, 2026 | Durkee Deresa Fischer | MExercise or conversion of derivative | Common Stock | 427 | $51.64 | Direct | Jun 11, 2026 |
| Jun 8, 2026 | STICKELS ERIC | SOpen-market or private sale | Common Stock | 2.0K | $63.98 | Direct | Jun 10, 2026 |
| May 4, 2026 | Wlos Marya Burgio | FTax/price withholding or payment | Common Stock | 273 | $63.62 | Direct | May 5, 2026 |
| Apr 29, 2026 | STEELE SALLY A | MExercise or conversion of derivative · derivative | Phantom Stock (Deferred Stock Units) | 9 | — | Direct | May 1, 2026 |
| Apr 29, 2026 | STEELE SALLY A | MExercise or conversion of derivative | Common Stock | 9 | — | Direct | May 1, 2026 |
| Apr 29, 2026 | Pecor Raymond C III | MExercise or conversion of derivative · derivative | Phantom Stock (Deferred Stock Units) | 9 | — | Direct | May 1, 2026 |
| Apr 29, 2026 | Pecor Raymond C III | MExercise or conversion of derivative | Common Stock | 9 | — | Direct | May 1, 2026 |
| Apr 29, 2026 | Parente John | MExercise or conversion of derivative · derivative | Phantom Stock (Deferred Stock Units) | 9 | — | Direct | May 1, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 21, 2026 | 8-K | 7.01 | Regulation FD disclosure | — | Filing |
| Jul 28, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jun 1, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| May 22, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| May 13, 2026 | 8-K | 7.01 | Regulation FD disclosure | — | Filing |
| Apr 29, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Feb 11, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Feb 11, 2026 | 8-K | 7.01 | Regulation FD disclosure | — | Filing |
| Jan 27, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jan 15, 2026 | 8-K | 7.01, 8.01, 9.01 | Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Jan 6, 2026 | 8-K | 5.02, 8.01 | Director or executive change; Other event | — | Filing |
| Nov 12, 2025 | 8-K | 7.01 | Regulation FD disclosure | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$223.2M
Q2 2026
+12.0% YoY 10-Q filed Aug 7, 2026
Net income
$61.3M
Q2 2026
+19.5% YoY 10-Q filed Aug 7, 2026
Diluted EPS
$1.16
Q2 2026
+19.6% YoY 10-Q filed Aug 7, 2026
Operating cash flow
$122.6M
YTD through Jun 30, 2026
+5.5% YoY 10-Q filed Aug 7, 2026
Free cash flow
$101.7M
YTD through Jun 30, 2026
+15.1% YoY 10-Q filed Aug 7, 2026
Cash & equivalents
$258.2M
As of Jun 30, 2026
+8.8% YoY 10-Q filed Aug 7, 2026
Assets
$17.8B
As of Jun 30, 2026
+6.6% YoY 10-Q filed Aug 7, 2026
Liabilities
$15.7B
As of Jun 30, 2026
+6.1% YoY 10-Q filed Aug 7, 2026
Stockholders’ equity
$2.1B
As of Jun 30, 2026
+10.1% YoY 10-Q filed Aug 7, 2026
Shares outstanding
52.6M
As of Jul 31, 2026
-0.5% YoY 10-Q filed Aug 7, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $223.2M | +12.0% |
| Ended Mar 31, 2026 | $213.3M | +8.7% |
| Ended Sep 30, 2025 | $207.1M | +9.6% |
| Ended Jun 30, 2025 | $199.3M | +8.4% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $818.0M | +9.6% |
| Ended Dec 31, 2024 | $746.3M | +14.4% |
| Ended Dec 31, 2023 | $652.1M | -4.0% |
| Ended Dec 31, 2022 | $679.4M | — |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$62.71
View live quote ↗
52-week low
$53.46
Nov 18, 2025
52-week high
$71.11
Jul 16, 2026
Below 52-week high
11.8%
1W return
-0.7%
1M return
-4.8%
3M return
-2.8%
6M return
+9.2%
YTD return
+9.2%
1Y return
+8.1%
30-day volatility
15.1%
90-day volatility
22.5%
1Y max drawdown
-16.7%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 22 filing(s) · 19 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 2.4M | $59.10 | |||
| Fidelity / FMR CIK0000315066 | Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment | Reported accumulation | 3.7K +652 | 7.00% -5.00 pts | $67.12 | $65.32 | $59.10 |
| Fidelity / FMR CIK0000315066 | Mar 31, 2026 observed May 6, 2026 filed · 36d Initial Schedule 13G | Initial Schedule 13G | 3.0K | 12.00% | $58.65 | $63.89 | $59.10 |
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