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Community Financial Services Group’s Chubb CB Stock Holding History

Community Financial Services Group’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3K Sell
35
-25
-42% -$8.15K ﹤0.01% 364
2026
Q1 		$19.6K Buy
+60
New +$19.3K ﹤0.01% 263
2015
Q1 		– Sell
-31
Closed -$4K – 328
2014
Q4 		$4K Buy
+31
New +$3.43K ﹤0.01% 282

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Community Financial Services Group's CB Position: Q2 2026 in Review

Community Financial Services Group reduced its Chubb (CB) stake by 42% in Q2 2026, selling an estimated $8.15K and leaving 35 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Community Financial Services Group first reported a position in CB in Q4 2014 and has held it in 3 quarters since. The position peaked at $19.6K in Q1 2026. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Community Financial Services Group held 35 shares of Chubb worth $12.3K as of Q2 2026.
  • Community Financial Services Group sold 25 Chubb shares in Q2 2026, an estimated $8.15K.
  • Chubb made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #364 holding.
  • Community Financial Services Group first reported a position in Chubb in Q4 2014 and has held it in 3 quarters since.
  • Community Financial Services Group's Chubb position peaked at $19.6K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.