Companies/US/CBU

COMMUNITY FINANCIAL SYSTEM, INC.

Ownership & governance

Executives 5Directors 10Avg age 54Avg tenure 6.8y
Dimitar Karaivanov
Chief Executive Officer
Age 43Since 2023-12-31Profile →

Shareholders5

NameStakeShares
BlackRock Advisors LLC
13.62 %
7,158,351
LB Hercules Holdings LLC
7.07 %
3,715,425
Vanguard Portfolio Management LLC
6.709 %
3,525,760
STATE STREET CORPORATION
5.994 %
3,150,340
Fidelity Management & Research Co. LLC
5.758 %
3,026,372

Catalog · 2026-07-09

Registry officers15

NameRoleSinceShares
Aaron FriotChief Operating Officer2022-06-30-
Dimitar KaraivanovChief Executive Officer2023-12-31-
Eric StickelsChairman2021-12-31-
Marya WlosDirector of Finance/CFO2025-03-30-
Susan S. FoxChief Tech/Sci/R&D Officer—-
Dimitar KaraivanovDirector/Board Member2023-12-31-
Jeffery KnaussDirector/Board Member2021-12-15-
John ParenteDirector/Board Member2010-02-25-

Registry · as of 2026-07-09

Group companies

NameCategory
Nottingham Advisors, Inc.Investment Managers
Community Bank NA (Canton, New York)Major Banks
Community Bank NA (Canton, New York)Major Banks

Institutional (13F)

Loading Form 13F holders…

Fund membership

Loading fund baskets…

Street consensus

Consensus holdMean target 69.17Range 65–75Analysts 6
65Mean 69.1775
  • Buy 1
  • Hold 5

Broker actions39

FirmActionToTargetDate
DA DavidsonMaintainedNeutral692026-10-12
Piper SandlerMaintainedNeutral652026-10-06
Piper SandlerMaintainedNeutral712026-08-03
Keefe, Bruyette & WoodsMaintainedMarket Perform682026-07-30
Piper SandlerMaintainedNeutral662026-04-30
DA DavidsonInitiatedNeutral722026-02-25
Janney Montgomery ScottDowngradeNeutral—2026-01-13
Keefe, Bruyette & WoodsReiteratedMarket Perform662025-10-23
Keefe, Bruyette & WoodsMaintainedMarket Perform672025-07-23
Keefe, Bruyette & WoodsMaintainedMarket Perform762025-01-22
Keefe, Bruyette & WoodsMaintainedMarket Perform742024-12-04
Raymond JamesUpgradeStrong Buy672024-10-28

Firm rows and rating mix from Yahoo Finance; mean target is Yahoo’s aggregate until OpenFilings derives consensus from broker rows.

Peers