13F Filings History of COBBLESTONE CAPITAL ADVISORS LLC /NY/

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$2,082,483,307
Signature - Title
Jason S. Garlock - Chief Compliance Officer
Location
Rochester, NY
Summary
This page shows a list of all the recent 13F filings made by COBBLESTONE CAPITAL ADVISORS LLC /NY/. Form 13F is required to be filed within 45 days of the end of a calendar quarter. COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported 304 stock holdings with total value $2,082,483,307 as of Q3 2025. Top holdings included IXUS, ITOT, GOVT, AAPL, and DFAX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 304 $2,082,483,307 +$24,244,346 -$15,731,522 +$8,512,824 IXUS, ITOT, GOVT, AAPL, DFAX 13F-HR 12 Nov 2025, 11:40
Q2 2025 302 $1,953,103,507 +$66,250,914 -$55,632,992 +$10,617,922 IXUS, ITOT, GOVT, DFAX, AAPL 13F-HR 01 Aug 2025, 11:59
Q1 2025 293 $1,825,526,288 +$118,891,877 -$99,391,747 +$19,500,130 IXUS, ITOT, GOVT, AAPL, DFAX 13F-HR 12 May 2025, 16:18
Q4 2024 294 $1,834,402,635 +$137,668,416 -$62,573,300 +$75,095,116 ITOT, IXUS, GOVT, AAPL, AMZN 13F-HR 05 Feb 2025, 13:08
Q3 2024 287 $1,782,855,455 +$89,284,510 -$16,345,420 +$72,939,090 IXUS, ITOT, GOVT, AAPL, DFAX 13F-HR 14 Nov 2024, 17:15
Q2 2024 279 $1,623,722,900 +$85,079,630 -$41,444,180 +$43,635,450 IXUS, ITOT, GOVT, AAPL, DFAX 13F-HR 06 Aug 2024, 13:41
Q1 2024 282 $1,588,126,516 +$58,924,737 -$93,100,780 -$34,176,043 IXUS, ITOT, GOVT, DFAX, AAPL 13F-HR 03 May 2024, 11:00
Q4 2023 276 $1,519,954,298 +$70,382,192 -$42,470,287 +$27,911,905 IXUS, ITOT, AAPL, GOVT, DFAX 13F-HR 09 Feb 2024, 10:16
Q3 2023 268 $1,347,459,944 +$24,504,287 -$31,568,793 -$7,064,506 IXUS, ITOT, GOVT, AAPL, DFAX 13F-HR 07 Nov 2023, 11:20
Q2 2023 273 $1,416,090,594 +$26,632,297 -$37,716,827 -$11,084,530 IXUS, ITOT, GOVT, AAPL, DFAX 13F-HR 01 Aug 2023, 09:05
Q1 2023 268 $1,342,349,480 +$76,203,390 -$121,897,290 -$45,693,900 IXUS, ITOT, GOVT, AAPL, DFAX 13F-HR 05 May 2023, 09:51
Q4 2022 273 $1,309,617,998 +$103,180,501 -$73,805,389 +$29,375,112 IXUS, GOVT, ITOT, DFAX, AAPL 13F-HR 09 Feb 2023, 10:22
Q3 2022 256 $1,199,239,000 +$63,522,355 -$45,067,674 +$18,454,681 GOVT, IXUS, ITOT, AAPL, DFAX 13F-HR 07 Nov 2022, 13:03
Q2 2022 250 $1,305,797,000 +$125,487,438 -$46,062,061 +$79,425,377 GOVT, IXUS, ITOT, DFAX, AAPL 13F-HR 11 Aug 2022, 15:21
Q1 2022 255 $1,473,851,000 +$36,986,284 -$24,683,988 +$12,302,296 GOVT, IXUS, ITOT, AAPL, GOOG 13F-HR 29 Apr 2022, 09:07
Q4 2021 261 $1,557,417,000 +$81,926,911 -$61,800,237 +$20,126,674 GOVT, IXUS, ITOT, AAPL, GOOG 13F-HR 11 Feb 2022, 13:20
Q3 2021 251 $1,464,030,000 +$35,472,859 -$37,318,538 -$1,845,679 GOVT, IXUS, ITOT, AAPL, GOOG 13F-HR 10 Nov 2021, 17:02
Q2 2021 256 $1,477,864,000 +$32,535,317 -$34,299,623 -$1,764,306 GOVT, IXUS, ITOT, AAPL, VXF 13F-HR 05 Aug 2021, 09:20
Q1 2021 255 $1,375,941,000 +$105,680,551 -$82,578,693 +$23,101,858 GOVT, IXUS, ITOT, AAPL, VXF 13F-HR 13 May 2021, 10:35
Q4 2020 247 $1,298,133,000 +$48,006,848 -$45,855,323 +$2,151,525 GOVT, IXUS, ITOT, AAPL, VXF 13F-HR 09 Feb 2021, 12:06
Q3 2020 244 $1,159,133,000 +$67,635,998 -$50,352,436 +$17,283,562 GOVT, IXUS, ITOT, AAPL, AMZN 13F-HR 05 Nov 2020, 11:00
Q2 2020 242 $1,106,355,000 +$73,254,616 -$49,884,378 +$23,370,238 GOVT, IXUS, ITOT, AAPL, AMZN 13F-HR 11 Aug 2020, 09:42
Q1 2020 243 $924,067,000 +$73,729,270 -$70,979,850 +$2,749,420 GOVT, IXUS, ITOT, AAPL, FNDX 13F-HR 07 May 2020, 13:43
Q4 2019 254 $1,103,794,000 +$47,185,916 -$15,209,616 +$31,976,300 IXUS, GOVT, ITOT, AAPL, VXF 13F-HR 07 Feb 2020, 12:02
Q3 2019 239 $1,002,821,000 +$36,130,760 -$143,637,322 -$107,506,562 IXUS, GOVT, ITOT, VXF, AAPL 13F-HR 08 Nov 2019, 10:38
Q2 2019 244 $1,109,382,000 +$36,646,370 -$35,650,415 +$995,955 IXUS, GOVT, ITOT, SPY, VXF 13F-HR 29 Jul 2019, 09:35
Q1 2019 242 $1,068,820,000 +$57,205,268 -$65,442,487 -$8,237,219 IXUS, GOVT, SPY, ITOT, VXF 13F-HR 30 Apr 2019, 13:29
Q4 2018 233 $971,212,000 +$72,031,331 -$38,004,776 +$34,026,555 IXUS, GOVT, SPY, ITOT, VXF 13F-HR 30 Jan 2019, 15:47
Q3 2018 241 $1,063,457,000 +$28,705,039 -$25,561,033 +$3,144,006 IXUS, GOVT, SPY, VXF, ITOT 13F-HR 09 Nov 2018, 16:29
Q2 2018 243 $1,012,169,000 +$33,351,270 -$29,689,310 +$3,661,960 IXUS, GOVT, SPY, VXF, ITOT 13F-HR 03 Aug 2018, 16:14
Q1 2018 236 $987,311,000 +$75,494,709 -$85,444,069 -$9,949,360 IXUS, GOVT, SPY, VXF, ITOT 13F-HR 02 May 2018, 16:55
Q4 2017 243 $1,006,096,000 +$211,677,541 -$58,993,246 +$152,684,295 IXUS, GOVT, SPY, VXF, SCHX 13F-HR 13 Feb 2018, 12:50
Q3 2017 191 $811,048,000 +$29,957,415 -$19,659,854 +$10,297,561 IXUS, SPY, VXF, SCHX, FNDX 13F-HR 06 Nov 2017, 11:02
Q2 2017 206 $769,379,000 +$45,463,155 -$46,931,426 -$1,468,271 IXUS, SPY, SCHX, VXF, FNDX 13F-HR 07 Aug 2017, 09:02
Q1 2017 197 $751,043,000 +$25,549,482 -$42,262,576 -$16,713,094 IXUS, SPY, SCHX, VXF, FNDA 13F-HR 03 May 2017, 12:06
Q4 2016 180 $724,650,000 +$30,600,891 -$27,782,349 +$2,818,542 IXUS, SPY, VXF, SCHX, FNDA 13F-HR 06 Feb 2017, 09:06
Q3 2016 186 $706,194,000 +$20,614,257 -$48,399,179 -$27,784,922 IXUS, SPY, VXF, SCHX, FNDA 13F-HR 09 Nov 2016, 09:06
Q2 2016 185 $701,460,000 +$25,338,415 -$21,547,205 +$3,791,210 IXUS, SCHX, SPY, VXF, FNDA 13F-HR 05 Aug 2016, 17:16
Q1 2016 178 $685,326,000 +$103,904,794 -$81,011,662 +$22,893,132 IXUS, SCHX, SPY, VXF, FNDA 13F-HR 04 May 2016, 14:47
Q4 2015 183 $665,604,000 +$85,835,577 -$75,505,527 +$10,330,050 SCHX, SPY, VXF, IXUS, CWI 13F-HR 04 Feb 2016, 10:47
Q3 2015 166 $626,346,000 +$46,572,535 -$22,173,921 +$24,398,614 IXUS, VXF, SCHX, SPY, FNDA 13F-HR 05 Nov 2015, 11:13
Q2 2015 174 $664,644,000 +$43,612,990 -$28,144,571 +$15,468,419 IXUS, VXF, SCHX, SPY, FNDA 13F-HR 07 Aug 2015, 11:55
Q1 2015 166 $646,686,000 +$171,333,582 -$93,266,143 +$78,067,439 IXUS, SCHX, VXF, SPY, FNDA 13F-HR 11 May 2015, 10:07
Q4 2014 165 $562,085,000 +$31,400,568 -$16,421,458 +$14,979,110 SPY, EFA, SCHX, VXF, SCHF 13F-HR 05 Feb 2015, 11:22
Q3 2014 159 $541,797,000 +$35,004,636 -$19,527,295 +$15,477,341 SPY, EFA, SCHX, SCHF, VXF 13F-HR 10 Nov 2014, 08:49
Q2 2014 165 $533,342,000 +$50,121,884 -$36,928,530 +$13,193,354 EFA, SPY, SCHF, VXF, SCHX 13F-HR 04 Aug 2014, 10:10
Q1 2014 157 $518,128,000 +$40,017,613 -$45,194,317 -$5,176,704 EFA, SPY, SCHF, VXF, SCHX 13F-HR 12 May 2014, 09:38
Q4 2013 159 $524,191,000 $0 $0 $0 EFA, SPY, VXF, SCHX, SCHF 13F-HR 12 Feb 2014, 09:11