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Community Financial Services Group’s Terex TEX Stock Holding History

Community Financial Services Group’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.7K Hold
650
– – 0.01% 245
2026
Q1 		$39.2K Buy
+650
New +$40.3K 0.01% 205
2017
Q2 		– Sell
-23,227
Closed -$729K – 61
2017
Q1 		$729K Sell
23,227
-123,471
-84% -$3.88M 0.33% 48
2016
Q4 		$4.63M Sell
146,698
-3,509
-2% -$97.3K 2.18% 22
2016
Q3 		$3.82M Buy
150,207
+630
+0.4% +$14.7K 1.8% 29
2016
Q2 		$3.04M Sell
149,577
-5,029
-3% -$115K 1.5% 30
2016
Q1 		$3.85M Buy
154,606
+94
+0.1% +$1.97K 1.88% 28
2015
Q4 		$2.85M Sell
154,512
-364
-0.2% -$7.19K 1.4% 33
2015
Q3 		$2.78M Buy
154,876
+7,120
+5% +$155K 1.38% 34
2015
Q2 		$3.44M Buy
147,756
+5,525
+4% +$146K 1.64% 28
2015
Q1 		$3.78M Buy
142,231
+5,080
+4% +$128K 1.78% 28
2014
Q4 		$3.82M Buy
137,151
+5,015
+4% +$143K 1.76% 28
2014
Q3 		$4.2M Buy
132,136
+2,785
+2% +$102K 2.08% 20
2014
Q2 		$5.32M Buy
129,351
+4,891
+4% +$199K 2.64% 13
2014
Q1 		$5.51M Buy
124,460
+476
+0.4% +$20K 2.72% 10
2013
Q4 		$5.21M Sell
123,984
-865
-0.7% -$31.4K 2.82% 9
2013
Q3 		$4.2M Buy
124,849
+3,612
+3% +$109K 2.34% 16
2013
Q2 		$3.19M Buy
+121,237
New +$3.74M 1.9% 24

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

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

Community Financial Services Group held its Terex (TEX) position steady in Q2 2026 at 650 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #245.

Community Financial Services Group first reported a position in TEX in Q2 2013 and has held it in 18 quarters since. The position peaked at $5.51M in Q1 2014. 48 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Community Financial Services Group held 650 shares of Terex worth $44.7K as of Q2 2026.
  • Community Financial Services Group left its Terex share count unchanged in Q2 2026.
  • Terex made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #245 holding.
  • Community Financial Services Group first reported a position in Terex in Q2 2013 and has held it in 18 quarters since.
  • Community Financial Services Group's Terex position peaked at $5.51M in Q1 2014.
  • 48 funds tracked by Wall St. Rank held Terex as of Q2 2026.

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