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Blue Trust Inc’s Community Bank CBU Stock Holding History

Blue Trust 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 		$53.7K Sell
800
-114
-12% -$7.21K ﹤0.01% 1317
2026
Q1 		$53.6K Hold
914
– – ﹤0.01% 1295
2025
Q4 		$52.5K Buy
914
+4
+0.4% +$230 ﹤0.01% 1347
2025
Q3 		$53.4K Buy
910
+110
+14% +$6.37K ﹤0.01% 1387
2025
Q2 		$45.5K Hold
800
– – ﹤0.01% 1477
2025
Q1 		$45.5K Hold
800
– – ﹤0.01% 1417
2024
Q4 		$49.3K Sell
800
-41
-5% -$2.63K ﹤0.01% 1305
2024
Q3 		$39.7K Buy
841
+41
+5% +$2.35K ﹤0.01% 1660
2024
Q2 		$38.4K Hold
800
– – ﹤0.01% 1368
2024
Q1 		$38.4K Hold
800
– – ﹤0.01% 1006
2023
Q4 		$34K Hold
800
– – ﹤0.01% 1080
2023
Q3 		$38K Sell
800
-15
-2% -$711 ﹤0.01% 938
2023
Q2 		$43K Buy
815
+10
+1% +$490 ﹤0.01% 744
2023
Q1 		$51K Buy
+805
New +$47.2K ﹤0.01% 1021

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

Blue Trust Inc's CBU Position: Q2 2026 in Review

Blue Trust Inc reduced its Community Bank (CBU) stake by 12% in Q2 2026, selling an estimated $7.21K and leaving 800 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Blue Trust Inc first reported a position in CBU in Q1 2023 and has held it in 14 quarters since. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Blue Trust Inc held 800 shares of Community Bank worth $53.7K as of Q2 2026.
  • Blue Trust Inc sold 114 Community Bank shares in Q2 2026, an estimated $7.21K.
  • Community Bank made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1317 holding.
  • Blue Trust Inc first reported a position in Community Bank in Q1 2023 and has held it in 14 quarters since.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.