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Benjamin Edwards Inc’s Community Bank CBU Stock Holding History

Benjamin Edwards Inc’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 		$693K Buy
10,321
+578
+6% +$36.6K 0.01% 944
2026
Q1 		$572K Buy
9,743
+1,228
+14% +$75.2K 0.01% 953
2025
Q4 		$489K Buy
8,515
+876
+11% +$50.4K 0.01% 953
2025
Q3 		$448K Buy
7,639
+2,332
+44% +$135K 0.01% 958
2025
Q2 		$302K Buy
5,307
+570
+12% +$31.6K ﹤0.01% 990
2025
Q1 		$269K Sell
4,737
-383
-7% -$23.7K ﹤0.01% 960
2024
Q4 		$316K Buy
5,120
+544
+12% +$34.8K ﹤0.01% 959
2024
Q3 		$266K Buy
4,576
+1,140
+33% +$65.3K ﹤0.01% 989
2024
Q2 		$162K Buy
3,436
+741
+27% +$33.5K 0.03% 371
2024
Q1 		$129K Buy
2,695
+780
+41% +$36.4K 0.03% 388
2023
Q4 		$100K Sell
1,915
-574
-23% -$25.8K 0.02% 415
2023
Q3 		$105K Buy
2,489
+1,277
+105% +$60.5K 0.02% 386
2023
Q2 		$57K Buy
1,212
+665
+122% +$32.6K 0.01% 452
2023
Q1 		$29K Buy
547
+336
+159% +$19.7K 0.01% 508
2022
Q4 		$13K Buy
+211
New +$13.2K ﹤0.01% 555

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 $3.38T AUM 44.17% 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

Benjamin Edwards Inc's CBU Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Community Bank (CBU) stake by 5.9% in Q2 2026, buying an estimated $36.6K and bringing the position to 10,321 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #944.

Benjamin Edwards Inc first reported a position in CBU in Q4 2022 and has held it in 15 quarters since. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Benjamin Edwards Inc held 10,321 shares of Community Bank worth $693K as of Q2 2026.
  • Benjamin Edwards Inc bought 578 Community Bank shares in Q2 2026, an estimated $36.6K.
  • Community Bank made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #944 holding.
  • Benjamin Edwards Inc first reported a position in Community Bank in Q4 2022 and has held it in 15 quarters since.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.