Cerity Partners’s Community Bank CBU Stock Holding History

Cerity Partners’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	$1.15M	Buy	17,086 +209	+1%	+$13.2K	﹤0.01%	1922
2026 Q1	$990K	Buy	+16,877	New	+$1.03M	﹤0.01%	1871
2025 Q1	–	Sell	-3,891	Closed	-$233K	–	2496
2024 Q4	$233K	Sell	3,891 -1,457	-27%	-$93.3K	﹤0.01%	2167
2024 Q3	$311K	Buy	+5,348	New	+$306K	﹤0.01%	2032
2023 Q2	–	Sell	-443	Closed	-$841K	–	1688
2023 Q1	$841K	Buy	+443	New	+$25.9K	﹤0.01%	1058

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Cerity Partners's CBU Position: Q2 2026 in Review

Cerity Partners increased its Community Bank (CBU) stake by 1.2% in Q2 2026, buying an estimated $13.2K and bringing the position to 17,086 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Cerity Partners first reported a position in CBU in Q1 2023 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Cerity Partners held 17,086 shares of Community Bank worth $1.15M as of Q2 2026.
Cerity Partners bought 209 Community Bank shares in Q2 2026, an estimated $13.2K.
Community Bank made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1922 holding.
Cerity Partners first reported a position in Community Bank in Q1 2023 and has held it in 5 quarters since.
279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.