Center for Financial Planning’s Community Bank CBU Stock Holding History

Center for Financial Planning’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	$52.4K	Hold	780	–	–	﹤0.01%	312
2026 Q1	$45.7K	Hold	780	–	–	﹤0.01%	317
2025 Q4	$44.8K	Hold	780	–	–	﹤0.01%	313
2025 Q3	$45.7K	Hold	780	–	–	﹤0.01%	317
2025 Q2	$44.4K	Hold	780	–	–	0.01%	308
2025 Q1	$44.4K	Hold	780	–	–	0.01%	294
2024 Q4	$48.1K	Hold	780	–	–	0.01%	272
2024 Q3	$45.3K	Hold	780	–	–	0.01%	269
2024 Q2	$36.8K	Hold	780	–	–	0.01%	273
2024 Q1	$37.5K	Hold	780	–	–	0.01%	273
2023 Q4	$40.6K	Hold	780	–	–	0.01%	247
2023 Q3	$32.9K	Hold	780	–	–	0.01%	253
2023 Q2	$36.6K	Hold	780	–	–	0.01%	267
2023 Q1	$40.9K	Hold	780	–	–	0.01%	239
2022 Q4	$49.1K	Hold	780	–	–	0.01%	220
2022 Q3	$47K	Hold	780	–	–	0.01%	214
2022 Q2	$49K	Hold	780	–	–	0.01%	218
2022 Q1	$55K	Hold	780	–	–	0.01%	221
2021 Q4	$58K	Hold	780	–	–	0.01%	214
2021 Q3	$53K	Hold	780	–	–	0.01%	214
2021 Q2	$59K	Hold	780	–	–	0.01%	205
2021 Q1	$60K	Hold	780	–	–	0.02%	199
2020 Q4	$49K	Sell	780 -400	-34%	-$24.5K	0.01%	201
2020 Q3	$64K	Hold	1,180	–	–	0.02%	168
2020 Q2	$67K	Hold	1,180	–	–	0.02%	166
2020 Q1	$69K	Hold	1,180	–	–	0.02%	155
2019 Q4	$84K	Buy	+1,180	New	+$79.1K	0.02%	149

Other funds holding CBU

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Center for Financial Planning's CBU Position: Q2 2026 in Review

Center for Financial Planning held its Community Bank (CBU) position steady in Q2 2026 at 780 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Center for Financial Planning first reported a position in CBU in Q4 2019 and has held it in 27 quarters since. The position peaked at $84K in Q4 2019. 79 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Center for Financial Planning held 780 shares of Community Bank worth $52.4K as of Q2 2026.
Center for Financial Planning left its Community Bank share count unchanged in Q2 2026.
Community Bank made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #312 holding.
Center for Financial Planning first reported a position in Community Bank in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Community Bank position peaked at $84K in Q4 2019.
79 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.