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Community Bank System shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Community Bank System (CBU) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Community Bank System

Tip: Access up to 7 years of quarterly data

All positions including Community Bank System held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Community Bank System by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.6M 75k 61.68
2024-09-30 $3.7M 64k 58.07
2024-06-30 $2.6M 56k 47.21
2024-03-31 $2.3M 48k 48.03
2023-09-30 $1.2M 28k 42.21
2023-06-30 $986k 21k 46.88
2023-03-31 $1.0M 20k 52.49
2022-12-31 $1.1M 18k 62.95
2022-09-30 $1.0M 17k 60.06
2022-06-30 $1.1M 17k 63.30
2022-03-31 $1.5M 22k 70.16
2021-12-31 $1.8M 24k 74.50
2021-09-30 $1.5M 21k 68.41
2021-06-30 $1.1M 15k 75.64
2021-03-31 $717k 9.4k 76.68
2020-12-31 $387k 6.2k 62.30
2020-09-30 $360k 6.6k 54.53
2020-06-30 $372k 6.5k 56.96
2020-03-31 $427k 7.3k 58.80
2019-12-31 $490k 6.9k 70.94
2019-09-30 $517k 8.4k 61.66
2019-06-30 $571k 8.7k 65.85
2019-03-31 $445k 7.4k 59.84
2018-12-31 $466k 8.0k 58.26
2018-06-30 $137k 2.3k 58.95
2018-03-31 $144k 2.7k 54.16
2017-12-31 $89k 1.7k 53.61
2017-09-30 $85k 1.5k 55.59
2017-06-30 $92k 1.6k 56.00
2017-03-31 $77k 1.4k 55.40
2016-12-31 $72k 1.2k 62.28
2016-09-30 $56k 1.2k 48.32
2015-12-31 $56k 1.4k 39.94
2014-12-31 $2.0k 48 41.67
2014-09-30 $2.0k 47 42.55
2014-06-30 $2.0k 47 42.55
2014-03-31 $2.0k 47 42.55
2013-12-31 $2.0k 46 43.48
2013-09-30 $3.0k 84 35.71
2013-06-30 $1.0k 38 26.32

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Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Envestnet Asset Management

Top funds holding Community Bank System

BlackRock
Vanguard Group
State Street Corporation
Neuberger Berman Group
Morgan Stanley
Dimensional Fund Advisors
Geode Capital Management
Federated Investors
Northern Trust
Charles Schwab Investment Management
Bank of New York Mellon
Norges Bank Investment Management
DePrince Race & Zollo
Goldman Sachs Group
Segall Bryant & Hamill

View all funds holding Community Bank System