Crossmark Global Holdings’s Community Bank CBU Stock Holding History

Crossmark Global Holdings’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	$213K	Buy	+3,174	New	+$201K	﹤0.01%	1210
2025 Q1	–	Sell	-3,361	Closed	-$207K	–	1320
2024 Q4	$207K	Buy	+3,361	New	+$215K	﹤0.01%	1195
2024 Q1	–	Sell	-3,976	Closed	-$207K	–	1331
2023 Q4	$207K	Buy	+3,976	New	+$179K	﹤0.01%	1238
2023 Q3	–	Sell	-4,415	Closed	-$233K	–	1271
2023 Q2	$233K	Sell	4,415 -1	-0%	-$49	0.01%	1185
2023 Q1	$232K	Sell	4,416 -154	-3%	-$9.02K	0.01%	1163
2022 Q4	$287K	Sell	4,570 -153	-3%	-$9.57K	0.01%	1034
2022 Q3	$283K	Buy	4,723 +83	+2%	+$5.47K	0.01%	1017
2022 Q2	$293K	Sell	4,640 -410	-8%	-$26.9K	0.01%	1039
2022 Q1	$354K	Sell	5,050 -130	-3%	-$9.46K	0.01%	1056
2021 Q4	$386K	Buy	5,180 +410	+9%	+$29.9K	0.01%	1021
2021 Q3	$326K	Sell	4,770 -140	-3%	-$10K	0.01%	1127
2021 Q2	$371K	Sell	4,910 -80	-2%	-$6.3K	0.01%	1073
2021 Q1	$383K	Buy	4,990 +170	+4%	+$12.2K	0.01%	1043
2020 Q4	$300K	Sell	4,820 -150	-3%	-$9.2K	0.01%	1096
2020 Q3	$271K	Sell	4,970 -40	-0.8%	-$2.31K	0.01%	1075
2020 Q2	$286K	Sell	5,010 -210	-4%	-$12.3K	0.01%	1035
2020 Q1	$307K	Sell	5,220 -80	-2%	-$5.19K	0.01%	834
2019 Q4	$376K	Sell	5,300 -1,690	-24%	-$113K	0.01%	981
2019 Q3	$431K	Sell	6,990 -317	-4%	-$20K	0.01%	849
2019 Q2	$481K	Buy	7,307 +322	+5%	+$20.6K	0.01%	829
2019 Q1	$417K	Sell	6,985 -50	-0.7%	-$3.08K	0.01%	922
2018 Q4	$410K	Sell	7,035 -1,310	-16%	-$79.1K	0.01%	868
2018 Q3	$510K	Buy	8,345 +7	+0.1%	+$446	0.01%	936
2018 Q2	$493K	Sell	8,338 -17	-0.2%	-$992	0.01%	955
2018 Q1	$447K	Sell	8,355 -2,018	-19%	-$110K	0.01%	995
2017 Q4	$558K	Buy	10,373 +668	+7%	+$36.3K	0.01%	913
2017 Q3	$536K	Buy	+9,705	New	+$519K	0.01%	915
2016 Q3	$536K	Buy	+9,705	New	+$438K	0.01%	915

Other funds holding CBU

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 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

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

Crossmark Global Holdings's CBU Position: Q2 2026 in Review

Crossmark Global Holdings opened a new position in Community Bank (CBU) in Q2 2026: 3,174 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1210 among its holdings. This is a return to the name: Crossmark Global Holdings previously reported a position in CBU as recently as Q4 2024.

Crossmark Global Holdings first reported a position in CBU in Q3 2016 and has held it in 28 quarters since. The position peaked at $558K in Q4 2017. 27 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Crossmark Global Holdings held 3,174 shares of Community Bank worth $213K as of Q2 2026.
Community Bank was a new Crossmark Global Holdings position in Q2 2026.
Community Bank made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1210 holding.
Crossmark Global Holdings first reported a position in Community Bank in Q3 2016 and has held it in 28 quarters since.
Crossmark Global Holdings's Community Bank position peaked at $558K in Q4 2017.
27 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.