Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Community Bank CBU Stock Holding History

Cambridge Investment Research Advisors’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 		$397K Buy
6,760
+833
+14% +$51K ﹤0.01% 3013
2025
Q4 		$340K Sell
5,927
-1,565
-21% -$90K ﹤0.01% 3069
2025
Q3 		$439K Sell
7,492
-570
-7% -$33K ﹤0.01% 2785
2025
Q2 		$458K Buy
8,062
+270
+3% +$15K ﹤0.01% 2624
2025
Q1 		$443K Buy
7,792
+2
+0% +$124 ﹤0.01% 2549
2024
Q4 		$481K Sell
7,790
-3,351
-30% -$215K ﹤0.01% 2460
2024
Q3 		$647K Sell
11,141
-1,519
-12% -$87K ﹤0.01% 2205
2024
Q2 		$598K Sell
12,660
-517
-4% -$23.4K ﹤0.01% 2151
2024
Q1 		$633K Sell
13,177
-72
-0.5% -$3.36K ﹤0.01% 2064
2023
Q4 		$690K Sell
13,249
-171
-1% -$7.68K ﹤0.01% 1923
2023
Q3 		$566K Sell
13,420
-39
-0.3% -$1.85K ﹤0.01% 1987
2023
Q2 		$631K Sell
13,459
-173
-1% -$8.48K ﹤0.01% 1956
2023
Q1 		$716K Buy
13,632
+153
+1% +$8.96K ﹤0.01% 1806
2022
Q4 		$848K Buy
13,479
+15
+0.1% +$938 ﹤0.01% 1621
2022
Q3 		$809K Buy
13,464
+5,833
+76% +$384K ﹤0.01% 1618
2022
Q2 		$483K Buy
7,631
+12
+0.2% +$786 ﹤0.01% 1995
2022
Q1 		$534K Buy
7,619
+4
+0.1% +$291 ﹤0.01% 2044
2021
Q4 		$567K Sell
7,615
-22
-0.3% -$1.6K ﹤0.01% 2001
2021
Q3 		$523K Buy
7,637
+10
+0.1% +$717 ﹤0.01% 2016
2021
Q2 		$577K Buy
7,627
+10
+0.1% +$788 ﹤0.01% 1938
2021
Q1 		$584K Sell
7,617
-2,049
-21% -$147K ﹤0.01% 1788
2020
Q4 		$602K Sell
9,666
-1,137
-11% -$69.8K ﹤0.01% 1650
2020
Q3 		$588K Buy
10,803
+22
+0.2% +$1.27K ﹤0.01% 1511
2020
Q2 		$615K Sell
10,781
-264
-2% -$15.5K ﹤0.01% 1437
2020
Q1 		$649K Buy
11,045
+13
+0.1% +$843 0.01% 1215
2019
Q4 		$783K Sell
11,032
-45
-0.4% -$3.02K 0.01% 1296
2019
Q3 		$683K Buy
11,077
+284
+3% +$17.9K 0.01% 1295
2019
Q2 		$711K Buy
10,793
+51
+0.5% +$3.27K 0.01% 1229
2019
Q1 		$642K Sell
10,742
-149
-1% -$9.19K 0.01% 1317
2018
Q4 		$635K Buy
10,891
+173
+2% +$10.4K 0.01% 1196
2018
Q3 		$655K Buy
10,718
+11
+0.1% +$701 0.01% 1286
2018
Q2 		$632K Buy
10,707
+17
+0.2% +$992 0.01% 1275
2018
Q1 		$573K Sell
10,690
-3,862
-27% -$210K 0.01% 1269
2017
Q4 		$782K Buy
14,552
+4,683
+47% +$255K 0.01% 1040
2017
Q3 		$545K Buy
9,869
+3,909
+66% +$209K 0.01% 1215
2017
Q2 		$332K Buy
5,960
+377
+7% +$20.9K ﹤0.01% 1452
2017
Q1 		$307K Buy
+5,583
New +$326K 0.01% 1363

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

Cambridge Investment Research Advisors's CBU Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Community Bank (CBU) stake by 14% in Q1 2026, buying an estimated $51K and bringing the position to 6,760 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

Cambridge Investment Research Advisors first reported a position in CBU in Q1 2017 and has held it in 37 quarters since. The position peaked at $848K in Q4 2022. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • Cambridge Investment Research Advisors held 6,760 shares of Community Bank worth $397K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 833 Community Bank shares in Q1 2026, an estimated $51K.
  • Community Bank made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3013 holding.
  • Cambridge Investment Research Advisors first reported a position in Community Bank in Q1 2017 and has held it in 37 quarters since.
  • Cambridge Investment Research Advisors's Community Bank position peaked at $848K in Q4 2022.
  • 264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.