Commonwealth Equity Services’s Community Bank CBU Stock Holding History

Commonwealth Equity Services’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	$1.35M	Buy	20,167 +550	+3%	+$34.8K	﹤0.01%	2465
2026 Q1	$1.15M	Sell	19,617 -6,747	-26%	-$413K	﹤0.01%	2498
2025 Q4	$1.51M	Buy	26,364 +334	+1%	+$19.2K	﹤0.01%	2223
2025 Q3	$1.53M	Sell	26,030 -683	-3%	-$39.5K	﹤0.01%	2242
2025 Q2	$1.52M	Buy	26,713 +1,064	+4%	+$59.1K	﹤0.01%	2222
2025 Q1	$1.46M	Buy	25,649 +356	+1%	+$22.1K	﹤0.01%	2166
2024 Q4	$1.56M	Buy	25,293 +750	+3%	+$48K	﹤0.01%	2043
2024 Q3	$1.43M	Sell	24,543 -1,314	-5%	-$75.3K	﹤0.01%	2060
2024 Q2	$1.22M	Sell	25,857 -1,077	-4%	-$48.7K	﹤0.01%	2133
2024 Q1	$1.29M	Buy	26,934 +139	+0.5%	+$6.49K	﹤0.01%	2073
2023 Q4	$1.4M	Sell	26,795 -82	-0.3%	-$3.69K	﹤0.01%	1939
2023 Q3	$1.14M	Sell	26,877 -968	-3%	-$45.9K	﹤0.01%	1991
2023 Q2	$1.3M	Sell	27,845 -86	-0.3%	-$4.21K	﹤0.01%	1910
2023 Q1	$1.47K	Buy	27,931 +383	+1%	+$22.4K	﹤0.01%	1763
2022 Q4	$1.73M	Buy	27,548 +204	+0.7%	+$12.8K	﹤0.01%	1597
2022 Q3	$1.64M	Sell	27,344 -16	-0.1%	-$1.05K	﹤0.01%	1560
2022 Q2	$1.73M	Buy	27,360 +302	+1%	+$19.8K	﹤0.01%	1520
2022 Q1	$1.9M	Buy	27,058 +28	+0.1%	+$2.04K	﹤0.01%	1539
2021 Q4	$2.01M	Sell	27,030 -2,075	-7%	-$151K	﹤0.01%	1484
2021 Q3	$1.99M	Buy	29,105 +2,104	+8%	+$151K	0.01%	1424
2021 Q2	$2.04M	Sell	27,001 -783	-3%	-$61.7K	0.01%	1409
2021 Q1	$2.13M	Sell	27,784 -688	-2%	-$49.4K	0.01%	1276
2020 Q4	$1.77M	Sell	28,472 -415	-1%	-$25.5K	0.01%	1291
2020 Q3	$1.57M	Buy	28,887 +478	+2%	+$27.5K	0.01%	1227
2020 Q2	$1.62M	Buy	28,409 +393	+1%	+$23.1K	0.01%	1135
2020 Q1	$1.65M	Sell	28,016 -2,096	-7%	-$136K	0.01%	986
2019 Q4	$2.14M	Buy	30,112 +1,176	+4%	+$78.8K	0.01%	996
2019 Q3	$1.78M	Buy	28,936 +770	+3%	+$48.6K	0.01%	1030
2019 Q2	$1.85M	Sell	28,166 -327	-1%	-$20.9K	0.01%	1001
2019 Q1	$1.7M	Sell	28,493 -219	-0.8%	-$13.5K	0.01%	996
2018 Q4	$1.67M	Sell	28,712 -189	-0.7%	-$11.4K	0.01%	937
2018 Q3	$1.76M	Sell	28,901 -1,124	-4%	-$71.6K	0.01%	990
2018 Q2	$1.77M	Sell	30,025 -2,816	-9%	-$164K	0.01%	960
2018 Q1	$1.76M	Buy	32,841 +5,428	+20%	+$296K	0.01%	942
2017 Q4	$1.47M	Sell	27,413 -294	-1%	-$16K	0.01%	1009
2017 Q3	$1.53M	Buy	27,707 +3,877	+16%	+$207K	0.01%	953
2017 Q2	$1.33M	Sell	23,830 -6,974	-23%	-$386K	0.01%	1000
2017 Q1	$1.69M	Buy	30,804 +46	+0.1%	+$2.68K	0.01%	830
2016 Q4	$1.9M	Sell	30,758 -14	-0%	-$748	0.01%	729
2016 Q3	$1.48M	Sell	30,772 -45,569	-60%	-$2.06M	0.01%	817
2016 Q2	$3.14M	Buy	76,341 +10,471	+16%	+$416K	0.03%	499
2016 Q1	$2.52M	Sell	65,870 -1,415	-2%	-$52.8K	0.02%	545
2015 Q4	$2.69M	Buy	67,285 +8,150	+14%	+$331K	0.03%	521
2015 Q3	$2.2M	Sell	59,135 -105	-0.2%	-$3.9K	0.02%	551
2015 Q2	$2.24M	Buy	59,240 +1,571	+3%	+$56.5K	0.02%	583
2015 Q1	$2.04M	Buy	57,669 +4,783	+9%	+$169K	0.02%	594
2014 Q4	$2.02M	Buy	52,886 +10,038	+23%	+$368K	0.02%	575
2014 Q3	$1.44M	Buy	+42,848	New	+$1.52M	0.02%	686
2013 Q4	–	Sell	-29,046	Closed	-$991K	–	1935
2013 Q3	$991K	Buy	29,046 +3,712	+15%	+$124K	0.02%	726
2013 Q2	$782K	Buy	+25,334	New	+$739K	0.01%	793

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

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 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's CBU Position: Q2 2026 in Review

Commonwealth Equity Services increased its Community Bank (CBU) stake by 2.8% in Q2 2026, buying an estimated $34.8K and bringing the position to 20,167 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

Commonwealth Equity Services first reported a position in CBU in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.14M in Q2 2016. 81 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Commonwealth Equity Services held 20,167 shares of Community Bank worth $1.35M as of Q2 2026.
Commonwealth Equity Services bought 550 Community Bank shares in Q2 2026, an estimated $34.8K.
Community Bank made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2465 holding.
Commonwealth Equity Services first reported a position in Community Bank in Q2 2013 and has held it in 50 quarters since.
Commonwealth Equity Services's Community Bank position peaked at $3.14M in Q2 2016.
81 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.