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Ausbil Investment Management’s Community Bank CBU Stock Holding History

Ausbil Investment Management’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.82M Buy
41,188
+18,215
+79% +$1.15M 1.28% 28
2026
Q1 		$1.36M Buy
22,973
+3,527
+18% +$216K 0.68% 34
2025
Q4 		$1.12M Buy
19,446
+8,157
+72% +$469K 0.63% 43
2025
Q3 		$657K Buy
11,289
+5,579
+98% +$323K 0.35% 51
2025
Q2 		$325K Hold
5,710
– – 0.19% 58
2025
Q1 		$325K Sell
5,710
-11,061
-66% -$685K 0.2% 48
2024
Q4 		$1.04M Sell
16,771
-13,781
-45% -$882K 0.63% 38
2024
Q3 		$1.77M Buy
30,552
+25,415
+495% +$1.46M 0.61% 35
2024
Q2 		$243K Buy
+5,137
New +$232K 0.11% 52
2023
Q3 		– Sell
-9,669
Closed -$453K – 58
2023
Q2 		$453K Buy
+9,669
New +$474K 0.28% 46
2023
Q1 		– Sell
-16,909
Closed -$1.09M – 49
2022
Q4 		$1.09M Buy
+16,909
New +$1.06M 0.71% 32

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ausbil Investment Management's CBU Position: Q2 2026 in Review

Ausbil Investment Management increased its Community Bank (CBU) stake by 79% in Q2 2026, buying an estimated $1.15M and bringing the position to 41,188 shares worth $2.82M. The position accounts for 1.28% of the portfolio, ranked #28.

Ausbil Investment Management first reported a position in CBU in Q4 2022 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Ausbil Investment Management held 41,188 shares of Community Bank worth $2.82M as of Q2 2026.
  • Ausbil Investment Management bought 18,215 Community Bank shares in Q2 2026, an estimated $1.15M.
  • Community Bank made up 1.28% of Ausbil Investment Management's portfolio in Q2 2026, its #28 holding.
  • Ausbil Investment Management first reported a position in Community Bank in Q4 2022 and has held it in 11 quarters since.
  • 127 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Ausbil Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.