Blue Trust Inc
CBU icon

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
Q3 		$47.6K Hold
800
– – ﹤0.01% 1246
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% -$2.62K ﹤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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Blue Trust Inc's CBU Position: Q3 2026 in Review

Blue Trust Inc held its Community Bank (CBU) position steady in Q3 2026 at 800 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Blue Trust Inc first reported a position in CBU in Q1 2023 and has held it in 15 quarters since. The position peaked at $53.7K in Q2 2026. 58 funds tracked by Wall St. Rank hold CBU as of Q3 2026.

  • Blue Trust Inc held 800 shares of Community Bank worth $47.6K as of Q3 2026.
  • Blue Trust Inc left its Community Bank share count unchanged in Q3 2026.
  • Community Bank made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1246 holding.
  • Blue Trust Inc first reported a position in Community Bank in Q1 2023 and has held it in 15 quarters since.
  • Blue Trust Inc's Community Bank position peaked at $53.7K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Community Bank as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.