CBU COMMUNITY BANK SYSTEM INC

Ownership history in SEGALL BRYANT & HAMILL, LLC  ·  31 quarters on record

AI Ownership Summary

SEGALL BRYANT & HAMILL, LLC reported COMMUNITY BANK SYSTEM INC (CBU) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.51% in 2024 Q1. The latest visible filing shows CBU at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CBU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEGALL BRYANT & HAMILL, LLC's position in COMMUNITY BANK SYSTEM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CBU was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SEGALL BRYANT & HAMILL, LLC held CBU — position size vs. price
% of Fund (quarterly)    CBU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 371,224 -36,300 -8.9% 0.29% $21.3M 2026-02-14 (Est.) $65.80
2025 Q3 REDUCED 407,524 -11,486 -2.7% 0.32% $23.9M 2025-11-12 $56.21
2025 Q2 REDUCED 419,010 -11,404 -2.6% 0.33% $23.8M 2025-08-12 $57.45
2025 Q1 REDUCED 430,414 -32,246 -7.0% 0.38% $24.5M 2025-05-02 $55.06
2024 Q4 REDUCED 462,660 -17,185 -3.6% 0.39% $28.5M 2025-02-11 $64.37
2024 Q3 REDUCED 479,845 -18,267 -3.7% 0.38% $27.9M 2024-11-08 $65.99
2024 Q2 REDUCED 498,112 -72,485 -12.7% 0.42% $23.5M 2024-08-14 $53.83
2024 Q1 ADDED 570,597 +119,890 +26.6% 0.51% $27.4M 2024-05-15 $44.80
2023 Q4 ADDED 450,707 +158,213 +54.1% 0.45% $23.5M 2024-02-14 $41.30
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SEGALL BRYANT & HAMILL, LLC and CBU

These are the practical questions this page is built to answer before you even open the full history table.

How long has SEGALL BRYANT & HAMILL, LLC reported owning CBU?

SEGALL BRYANT & HAMILL, LLC reported CBU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CBU position in SEGALL BRYANT & HAMILL, LLC's portfolio?

The largest reported portfolio weight for CBU was 0.51% in 2024 Q1.

What is the latest reported CBU position on this page?

The most recent filing on this page is 2025 Q4, when SEGALL BRYANT & HAMILL, LLC reported 371,224 shares, equal to 0.29% of portfolio, with an estimated market value of $21.3M.

What does the chart on this CBU ownership page compare?

The chart compares SEGALL BRYANT & HAMILL, LLC's quarterly CBU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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