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Community Financial Services Group’s Community Bank CBU Stock Holding History

Community Financial Services Group’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 		$95.1K Hold
1,389
– – 0.01% 175
2026
Q1 		$82.5K Buy
+1,389
New +$85K 0.01% 156
2021
Q4 		$3.12M Buy
41,900
+815
+2% +$59.4K 0.78% 35
2021
Q3 		$2.81M Sell
41,085
-3,305
-7% -$237K 0.77% 33
2021
Q2 		$3.36M Buy
44,390
+185
+0.4% +$14.6K 0.94% 32
2021
Q1 		$3.39M Sell
44,205
-5,057
-10% -$363K 1% 30
2020
Q4 		$3.07M Sell
49,262
-3,239
-6% -$199K 0.97% 33
2020
Q3 		$2.86M Sell
52,501
-9,090
-15% -$524K 1.06% 33
2020
Q2 		$3.51M Sell
61,591
-61,918
-50% -$3.64M 1.34% 30
2020
Q1 		$7.26M Buy
123,509
+3,430
+3% +$222K 2.47% 11
2019
Q4 		$8.52M Buy
120,079
+1,692
+1% +$113K 2.21% 15
2019
Q3 		$7.3M Buy
118,387
+1,446
+1% +$91.3K 2.11% 19
2019
Q2 		$7.7M Buy
116,941
+1,652
+1% +$106K 2.63% 14
2019
Q1 		$6.89M Buy
115,289
+694
+0.6% +$42.8K 2.35% 19
2018
Q4 		$6.68M Buy
114,595
+2,906
+3% +$176K 2.53% 16
2018
Q3 		$6.82M Sell
111,689
-2,838
-2% -$181K 2.33% 17
2018
Q2 		$6.76M Sell
114,527
-50
-0% -$2.92K 2.42% 19
2018
Q1 		$6.14M Sell
114,577
-875
-0.8% -$47.7K 2.41% 22
2017
Q4 		$6.21M Buy
115,452
+80
+0.1% +$4.35K 2.41% 21
2017
Q3 		$6.37M Buy
115,372
+2,420
+2% +$129K 2.61% 19
2017
Q2 		$6.3M Buy
112,952
+3,785
+3% +$209K 2.77% 17
2017
Q1 		$6M Sell
109,167
-25,841
-19% -$1.51M 2.7% 18
2016
Q4 		$8.34M Sell
135,008
-2,839
-2% -$152K 3.93% 2
2016
Q3 		$6.63M Sell
137,847
-290
-0.2% -$13.1K 3.13% 11
2016
Q2 		$5.68M Sell
138,137
-3,669
-3% -$146K 2.8% 11
2016
Q1 		$5.42M Buy
141,806
+5,075
+4% +$189K 2.65% 14
2015
Q4 		$5.46M Sell
136,731
-432
-0.3% -$17.5K 2.67% 12
2015
Q3 		$5.1M Buy
137,163
+3,710
+3% +$138K 2.53% 12
2015
Q2 		$5.04M Buy
133,453
+1,796
+1% +$64.5K 2.4% 13
2015
Q1 		$4.66M Buy
131,657
+3,130
+2% +$111K 2.19% 18
2014
Q4 		$4.9M Buy
128,527
+875
+0.7% +$32.1K 2.26% 17
2014
Q3 		$4.29M Buy
127,652
+3,910
+3% +$138K 2.12% 19
2014
Q2 		$4.48M Buy
123,742
+2,600
+2% +$96K 2.22% 19
2014
Q1 		$4.73M Buy
121,142
+1,012
+0.8% +$37.5K 2.33% 17
2013
Q4 		$4.77M Sell
120,130
-1,550
-1% -$57.3K 2.58% 14
2013
Q3 		$4.15M Buy
121,680
+294
+0.2% +$9.84K 2.32% 19
2013
Q2 		$3.75M Buy
+121,386
New +$3.54M 2.23% 18

Other funds holding CBU

Wealth Enhancement Advisory Services
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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Community Financial Services Group held its Community Bank (CBU) position steady in Q2 2026 at 1,389 shares worth $95.1K. The position accounts for 0.01% of the portfolio, ranked #175.

Community Financial Services Group first reported a position in CBU in Q2 2013 and has held it in 37 quarters since. The position peaked at $8.52M in Q4 2019. 28 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Community Financial Services Group held 1,389 shares of Community Bank worth $95.1K as of Q2 2026.
  • Community Financial Services Group left its Community Bank share count unchanged in Q2 2026.
  • Community Bank made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #175 holding.
  • Community Financial Services Group first reported a position in Community Bank in Q2 2013 and has held it in 37 quarters since.
  • Community Financial Services Group's Community Bank position peaked at $8.52M in Q4 2019.
  • 28 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

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