BFEC
CBU icon

Benjamin F. Edwards & Company’s Community Bank CBU Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$12K Buy
262
+44
+20% +$1.99K ﹤0.01% 1669
2024
Q1 		$10K Buy
218
+2
+0.9% +$93 ﹤0.01% 1696
2023
Q4 		$11K Buy
+216
New +$9.71K ﹤0.01% 1624

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Benjamin F. Edwards & Company's CBU Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Community Bank (CBU) stake by 20% in Q2 2024, buying an estimated $1.99K and bringing the position to 262 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Benjamin F. Edwards & Company first reported a position in CBU in Q4 2023 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold CBU as of Q2 2024.

  • Benjamin F. Edwards & Company held 262 shares of Community Bank worth $12K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 44 Community Bank shares in Q2 2024, an estimated $1.99K.
  • Community Bank made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1669 holding.
  • Benjamin F. Edwards & Company first reported a position in Community Bank in Q4 2023 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held Community Bank as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.