D.J. St. Germain’s Community Bank CBU Stock Holding History

D.J. St. Germain’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	$5.24K	Sell	78 -339	-81%	-$21.4K	﹤0.01%	749
2026 Q1	$24.5K	Hold	417	–	–	﹤0.01%	544
2025 Q4	$24K	Hold	417	–	–	﹤0.01%	559
2025 Q3	$24.5K	Hold	417	–	–	﹤0.01%	558
2025 Q2	$23.7K	Hold	417	–	–	﹤0.01%	557
2025 Q1	$23.7K	Hold	417	–	–	﹤0.01%	483
2024 Q4	$25.7K	Hold	417	–	–	﹤0.01%	497
2024 Q3	$24.2K	Hold	417	–	–	﹤0.01%	455
2024 Q2	$19.7K	Hold	417	–	–	﹤0.01%	478
2024 Q1	$20K	Hold	417	–	–	﹤0.01%	486
2023 Q4	$21.7K	Hold	417	–	–	﹤0.01%	471
2023 Q3	$17.6K	Hold	417	–	–	﹤0.01%	477
2023 Q2	$19.5K	Buy	+417	New	+$20.4K	﹤0.01%	474

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

D.J. St. Germain's CBU Position: Q2 2026 in Review

D.J. St. Germain reduced its Community Bank (CBU) stake by 81% in Q2 2026, selling an estimated $21.4K and leaving 78 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

D.J. St. Germain first reported a position in CBU in Q2 2023 and has held it in 13 quarters since. The position peaked at $25.7K in Q4 2024. 281 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

D.J. St. Germain held 78 shares of Community Bank worth $5.24K as of Q2 2026.
D.J. St. Germain sold 339 Community Bank shares in Q2 2026, an estimated $21.4K.
Community Bank made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #749 holding.
D.J. St. Germain first reported a position in Community Bank in Q2 2023 and has held it in 13 quarters since.
D.J. St. Germain's Community Bank position peaked at $25.7K in Q4 2024.
281 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.