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Brown, Lisle/Cummings’s Community Bank CBU Stock Holding History

Brown, Lisle/Cummings’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 		$56.8K Buy
968
+8
+0.8% +$490 0.01% 341
2025
Q4 		$55.2K Buy
960
+8
+0.8% +$460 0.01% 333
2025
Q3 		$55.9K Buy
952
+7
+0.7% +$405 0.01% 331
2025
Q2 		$53.8K Buy
945
+8
+0.9% +$444 0.01% 329
2025
Q1 		$53.3K Buy
937
+8
+0.9% +$496 0.02% 323
2024
Q4 		$57.3K Buy
929
+7
+0.8% +$448 0.02% 316
2024
Q3 		$53.5K Buy
922
+9
+1% +$515 0.02% 311
2024
Q2 		$43.1K Sell
913
-191
-17% -$8.64K 0.01% 323
2024
Q1 		$53K Buy
1,104
+404
+58% +$18.9K 0.02% 286
2023
Q4 		$36.5K Sell
700
-1,123
-62% -$50.5K 0.01% 316
2023
Q3 		$77K Buy
1,823
+18
+1% +$853 0.03% 241
2023
Q2 		$84.6K Buy
1,805
+504
+39% +$24.7K 0.04% 241
2023
Q1 		$68.3K Buy
1,301
+768
+144% +$45K 0.03% 250
2022
Q4 		$33.6K Buy
533
+4
+0.8% +$250 0.02% 288
2022
Q3 		$31.8K Buy
529
+3
+0.6% +$198 0.02% 286
2022
Q2 		$33.3K Buy
526
+4
+0.8% +$262 0.02% 285
2022
Q1 		$36.6K Buy
522
+2
+0.4% +$145 0.02% 287
2021
Q4 		$38.7K Buy
+520
New +$37.9K 0.02% 286

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Brown, Lisle/Cummings's CBU Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Community Bank (CBU) stake by 0.83% in Q1 2026, buying an estimated $490 and bringing the position to 968 shares worth $56.8K. The position accounts for 0.01% of the portfolio, ranked #341.

Brown, Lisle/Cummings first reported a position in CBU in Q4 2021 and has held it in 18 quarters since. The position peaked at $84.6K in Q2 2023. 265 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • Brown, Lisle/Cummings held 968 shares of Community Bank worth $56.8K as of Q1 2026.
  • Brown, Lisle/Cummings bought 8 Community Bank shares in Q1 2026, an estimated $490.
  • Community Bank made up 0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #341 holding.
  • Brown, Lisle/Cummings first reported a position in Community Bank in Q4 2021 and has held it in 18 quarters since.
  • Brown, Lisle/Cummings's Community Bank position peaked at $84.6K in Q2 2023.
  • 265 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.