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Fiduciary Trust’s Community Bank CBU Stock Holding History

Fiduciary Trust’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 		$794K Buy
11,832
+2,792
+31% +$177K 0.01% 472
2026
Q1 		$530K Buy
9,040
+1,729
+24% +$106K 0.01% 558
2025
Q4 		$420K Buy
+7,311
New +$421K ﹤0.01% 616

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

Fiduciary Trust's CBU Position: Q2 2026 in Review

Fiduciary Trust increased its Community Bank (CBU) stake by 31% in Q2 2026, buying an estimated $177K and bringing the position to 11,832 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #472.

Fiduciary Trust first reported a position in CBU in Q4 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Fiduciary Trust held 11,832 shares of Community Bank worth $794K as of Q2 2026.
  • Fiduciary Trust bought 2,792 Community Bank shares in Q2 2026, an estimated $177K.
  • Community Bank made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #472 holding.
  • Fiduciary Trust first reported a position in Community Bank in Q4 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.