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Bare Financial Services’s Community Bank CBU Stock Holding History

Bare Financial Services’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 		$18.2K Buy
271
+107
+65% +$6.77K ﹤0.01% 321
2026
Q1 		$9.62K Buy
164
+21
+15% +$1.28K ﹤0.01% 367
2025
Q4 		$8.21K Buy
143
+23
+19% +$1.32K ﹤0.01% 319
2025
Q3 		$7.04K Sell
120
-13
-10% -$753 ﹤0.01% 382
2025
Q2 		$7.56K Buy
133
+107
+412% +$5.94K ﹤0.01% 269
2025
Q1 		$1.48K Buy
+26
New +$1.61K ﹤0.01% 401

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Bare Financial Services's CBU Position: Q2 2026 in Review

Bare Financial Services increased its Community Bank (CBU) stake by 65% in Q2 2026, buying an estimated $6.77K and bringing the position to 271 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Bare Financial Services first reported a position in CBU in Q1 2025 and has held it in 6 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Bare Financial Services held 271 shares of Community Bank worth $18.2K as of Q2 2026.
  • Bare Financial Services bought 107 Community Bank shares in Q2 2026, an estimated $6.77K.
  • Community Bank made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #321 holding.
  • Bare Financial Services first reported a position in Community Bank in Q1 2025 and has held it in 6 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.