CVA Family Office’s Community Bank CBU Stock Holding History

CVA Family Office’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	$4.9K	Buy	73 +9	+14%	+$569	﹤0.01%	1282
2026 Q1	$3.75K	Buy	+64	New	+$3.92K	﹤0.01%	1335

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

CVA Family Office's CBU Position: Q2 2026 in Review

CVA Family Office increased its Community Bank (CBU) stake by 14% in Q2 2026, buying an estimated $569 and bringing the position to 73 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

CVA Family Office first reported a position in CBU in Q1 2026 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

CVA Family Office held 73 shares of Community Bank worth $4.9K as of Q2 2026.
CVA Family Office bought 9 Community Bank shares in Q2 2026, an estimated $569.
Community Bank made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1282 holding.
CVA Family Office first reported a position in Community Bank in Q1 2026 and has held it in 2 quarters since.
279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.