FFO
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Fortitude Family Office’s Community Bank CBU Stock Holding History

Fortitude 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
Q1 		$2.4K Buy
41
+22
+116% +$1.35K ﹤0.01% 1221
2025
Q4 		$1.09K Buy
19
+5
+36% +$288 ﹤0.01% 1414
2025
Q3 		$821 Hold
14
– – ﹤0.01% 1612
2025
Q2 		$796 Buy
+14
New +$777 ﹤0.01% 1611

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fortitude Family Office's CBU Position: Q1 2026 in Review

Fortitude Family Office increased its Community Bank (CBU) stake by 116% in Q1 2026, buying an estimated $1.35K and bringing the position to 41 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Fortitude Family Office first reported a position in CBU in Q2 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • Fortitude Family Office held 41 shares of Community Bank worth $2.4K as of Q1 2026.
  • Fortitude Family Office bought 22 Community Bank shares in Q1 2026, an estimated $1.35K.
  • Community Bank made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1221 holding.
  • Fortitude Family Office first reported a position in Community Bank in Q2 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.