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Berkshire Asset Management’s Community Bank CBU Stock Holding History

Berkshire Asset 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
Q1 		$1.26M Sell
21,514
-737
-3% -$45.1K 0.05% 127
2025
Q4 		$1.28M Sell
22,251
-30,535
-58% -$1.76M 0.06% 125
2025
Q3 		$3.1M Sell
52,786
-182
-0.3% -$10.5K 0.13% 93
2025
Q2 		$3.01M Sell
52,968
-220
-0.4% -$12.2K 0.14% 88
2025
Q1 		$3.02M Hold
53,188
– – 0.14% 84
2024
Q4 		$3.49M Sell
53,188
-455
-0.8% -$29.1K 0.17% 79
2024
Q3 		$2.53M Hold
53,643
– – 0.13% 85
2024
Q2 		$2.53M Buy
53,643
+30,683
+134% +$1.39M 0.13% 86
2024
Q1 		$1.1M Sell
22,960
-190
-0.8% -$8.87K 0.06% 121
2023
Q4 		$1.21M Sell
23,150
-76
-0.3% -$3.42K 0.07% 113
2023
Q3 		$980K Sell
23,226
-12
-0.1% -$569 0.06% 114
2023
Q2 		$1.09M Sell
23,238
-22
-0.1% -$1.08K 0.06% 112
2023
Q1 		$1.22M Sell
23,260
-382
-2% -$22.4K 0.08% 103
2022
Q4 		$1.49M Sell
23,642
-27
-0.1% -$1.69K 0.1% 88
2022
Q3 		$1.42M Hold
23,669
– – 0.1% 88
2022
Q2 		$1.5M Sell
23,669
-18
-0.1% -$1.18K 0.1% 94
2022
Q1 		$1.66M Sell
23,687
-22
-0.1% -$1.6K 0.1% 83
2021
Q4 		$1.77M Sell
23,709
-15
-0.1% -$1.09K 0.11% 93
2021
Q3 		$1.62M Sell
23,724
-2,245
-9% -$161K 0.11% 96
2021
Q2 		$1.97M Sell
25,969
-2,086
-7% -$164K 0.13% 86
2021
Q1 		$2.15M Buy
28,055
+765
+3% +$54.9K 0.16% 77
2020
Q4 		$1.7M Buy
27,290
+11,667
+75% +$716K 0.13% 83
2020
Q3 		$851K Sell
15,623
-4,540
-23% -$262K 0.08% 93
2020
Q2 		$1.15M Sell
20,163
-7,962
-28% -$468K 0.11% 83
2020
Q1 		$1.65M Buy
28,125
+7,612
+37% +$494K 0.17% 72
2019
Q4 		$1.46M Sell
20,513
-4,081
-17% -$273K 0.12% 85
2019
Q3 		$1.52M Sell
24,594
-154,853
-86% -$9.78M 0.13% 89
2019
Q2 		$11.8M Buy
179,447
+3,086
+2% +$198K 0.98% 40
2019
Q1 		$10.5M Hold
176,361
– – 0.89% 41
2018
Q4 		$10.3M Hold
176,361
– – 0.96% 40
2018
Q3 		$10.8M Sell
176,361
-754
-0.4% -$48.1K 0.91% 40
2018
Q2 		$10.5M Hold
177,115
– – 0.98% 37
2018
Q1 		$9.49M Hold
177,115
– – 0.92% 39
2017
Q4 		$9.52M Hold
177,115
– – 0.92% 39
2017
Q3 		$9.79M Hold
177,115
– – 1.09% 36
2017
Q2 		$9.88M Hold
177,115
– – 1.12% 35
2017
Q1 		$9.74M Sell
177,115
-16,156
-8% -$943K 1.16% 34
2016
Q4 		$11.9M Buy
193,271
+150,747
+354% +$8.05M 1.54% 24
2016
Q3 		$2.05M Sell
42,524
-21,172
-33% -$956K 0.29% 69
2016
Q2 		$2.62M Sell
63,696
-3,529
-5% -$140K 0.4% 59
2016
Q1 		$2.57M Buy
67,225
+504
+0.8% +$18.8K 0.4% 57
2015
Q4 		$2.67M Buy
66,721
+896
+1% +$36.4K 0.44% 57
2015
Q3 		$2.45M Sell
65,825
-2,456
-4% -$91.1K 0.44% 59
2015
Q2 		$2.58M Hold
68,281
– – 0.43% 59
2015
Q1 		$2.42M Sell
68,281
-3,985
-6% -$141K 0.4% 59
2014
Q4 		$2.76M Sell
72,266
-12,575
-15% -$461K 0.47% 58
2014
Q3 		$2.85M Sell
84,841
-6,671
-7% -$236K 0.53% 53
2014
Q2 		$3.31M Hold
91,512
– – 0.62% 51
2014
Q1 		$3.57M Sell
91,512
-2,589
-3% -$96K 0.69% 50
2013
Q4 		$3.73M Sell
94,101
-31,203
-25% -$1.15M 0.7% 50
2013
Q3 		$4.28M Buy
125,304
+2,585
+2% +$86.5K 1.03% 35
2013
Q2 		$3.79M Buy
+122,719
New +$3.58M 1.05% 35

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Berkshire Asset Management's CBU Position: Q1 2026 in Review

Berkshire Asset Management reduced its Community Bank (CBU) stake by 3.3% in Q1 2026, selling an estimated $45.1K and leaving 21,514 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #127.

Berkshire Asset Management first reported a position in CBU in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.9M in Q4 2016. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • Berkshire Asset Management held 21,514 shares of Community Bank worth $1.26M as of Q1 2026.
  • Berkshire Asset Management sold 737 Community Bank shares in Q1 2026, an estimated $45.1K.
  • Community Bank made up 0.05% of Berkshire Asset Management's portfolio in Q1 2026, its #127 holding.
  • Berkshire Asset Management first reported a position in Community Bank in Q2 2013 and has held it in 52 quarters since.
  • Berkshire Asset Management's Community Bank position peaked at $11.9M in Q4 2016.
  • 264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.