C
CBU icon

Covestor’s Community Bank CBU Stock Holding History

Covestor’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 		$39K Sell
581
-287
-33% -$18.2K 0.02% 915
2026
Q1 		$51K Sell
868
-623
-42% -$38.1K 0.04% 700
2025
Q4 		$86K Buy
1,491
+12
+0.8% +$690 0.05% 654
2025
Q3 		$87K Buy
1,479
+777
+111% +$45K 0.05% 651
2025
Q2 		$40K Buy
702
+140
+25% +$7.77K 0.02% 979
2025
Q1 		$32K Buy
562
+486
+639% +$30.1K 0.02% 1007
2024
Q4 		$5K Sell
76
-63
-45% -$4.03K ﹤0.01% 1709
2024
Q3 		$8K Sell
139
-282
-67% -$16.2K 0.01% 1646
2024
Q2 		$20K Buy
421
+242
+135% +$10.9K 0.01% 1195
2024
Q1 		$9K Sell
179
-457
-72% -$21.3K 0.01% 1638
2023
Q4 		$33K Sell
636
-119
-16% -$5.35K 0.02% 1005
2023
Q3 		$32K Sell
755
-658
-47% -$31.2K 0.02% 952
2023
Q2 		$66K Buy
1,413
+724
+105% +$35.5K 0.05% 656
2023
Q1 		$36K Buy
689
+207
+43% +$12.1K 0.03% 832
2022
Q4 		$30K Sell
482
-99
-17% -$6.19K 0.02% 909
2022
Q3 		$35K Sell
581
-1
-0.2% -$66 0.03% 829
2022
Q2 		$37K Sell
582
-3
-0.5% -$197 0.03% 823
2022
Q1 		$41K Buy
585
+265
+83% +$19.3K 0.03% 856
2021
Q4 		$24K Buy
+320
New +$23.3K 0.03% 810

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Covestor's CBU Position: Q2 2026 in Review

Covestor reduced its Community Bank (CBU) stake by 33% in Q2 2026, selling an estimated $18.2K and leaving 581 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #915.

Covestor first reported a position in CBU in Q4 2021 and has held it in 19 quarters since. The position peaked at $87K in Q3 2025. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Covestor held 581 shares of Community Bank worth $39K as of Q2 2026.
  • Covestor sold 287 Community Bank shares in Q2 2026, an estimated $18.2K.
  • Community Bank made up 0.02% of Covestor's portfolio in Q2 2026, its #915 holding.
  • Covestor first reported a position in Community Bank in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Community Bank position peaked at $87K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.