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Essential Partners’s Community Bank CBU Stock Holding History

Essential Partners’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 		$1.54K Buy
23
+12
+109% +$759 ﹤0.01% 2074
2026
Q1 		$645 Buy
11
+1
+10% +$61 ﹤0.01% 2358
2025
Q4 		$574 Buy
10
+3
+43% +$173 ﹤0.01% 2193
2025
Q3 		$410 Buy
+7
New +$405 ﹤0.01% 2259

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

Essential Partners's CBU Position: Q2 2026 in Review

Essential Partners increased its Community Bank (CBU) stake by 109% in Q2 2026, buying an estimated $759 and bringing the position to 23 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Essential Partners first reported a position in CBU in Q3 2025 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Essential Partners held 23 shares of Community Bank worth $1.54K as of Q2 2026.
  • Essential Partners bought 12 Community Bank shares in Q2 2026, an estimated $759.
  • Community Bank made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2074 holding.
  • Essential Partners first reported a position in Community Bank in Q3 2025 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.