Franklin Resources’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $628K | Sell |
10,705
-1,843
| -15% | -$113K | ﹤0.01% | 2384 |
|
|
2025
Q4 | $721K | Sell |
12,548
-108
| -0.9% | -$6.21K | ﹤0.01% | 2239 |
|
|
2025
Q3 | $742K | Buy |
12,656
+383
| +3% | +$22.2K | ﹤0.01% | 2254 |
|
|
2025
Q2 | $698K | Sell |
12,273
-380
| -3% | -$21.1K | ﹤0.01% | 2172 |
|
|
2025
Q1 | $719K | Sell |
12,653
-875
| -6% | -$54.2K | ﹤0.01% | 2110 |
|
|
2024
Q4 | $834K | Sell |
13,528
-455
| -3% | -$29.1K | ﹤0.01% | 2058 |
|
|
2024
Q3 | $851K | Sell |
13,983
-3,380
| -19% | -$194K | ﹤0.01% | 2056 |
|
|
2024
Q2 | $820K | Sell |
17,363
-4,427
| -20% | -$200K | ﹤0.01% | 2015 |
|
|
2024
Q1 | $1.05M | Sell |
21,790
-10,532
| -33% | -$492K | ﹤0.01% | 1934 |
|
|
2023
Q4 | $1.68M | Sell |
32,322
-3,599
| -10% | -$162K | ﹤0.01% | 1449 |
|
|
2023
Q3 | $1.52M | Sell |
35,921
-1,937
| -5% | -$91.8K | ﹤0.01% | 1475 |
|
|
2023
Q2 | $1.77M | Buy |
+37,858
| New | +$1.86M | ﹤0.01% | 1453 |
|
|
2018
Q4 | – | Sell |
-4,780
| Closed | -$292K | – | 1479 |
|
|
2018
Q3 | $292K | Buy |
4,780
+140
| +3% | +$8.92K | ﹤0.01% | 1441 |
|
|
2018
Q2 | $274K | Buy |
4,640
+408
| +10% | +$23.8K | ﹤0.01% | 1401 |
|
|
2018
Q1 | $226K | Buy |
4,232
+2
| +0% | +$109 | ﹤0.01% | 1458 |
|
|
2017
Q4 | $227K | Sell |
4,230
-127
| -3% | -$6.9K | ﹤0.01% | 1468 |
|
|
2017
Q3 | $241K | Buy |
4,357
+3
| +0.1% | +$160 | ﹤0.01% | 1436 |
|
|
2017
Q2 | $243K | Buy |
4,354
+354
| +9% | +$19.6K | ﹤0.01% | 1446 |
|
|
2017
Q1 | $220K | Hold |
4,000
| – | – | ﹤0.01% | 1450 |
|
|
2016
Q4 | $247K | Buy |
+4,000
| New | +$214K | ﹤0.01% | 1432 |
|
|
2016
Q2 | – | Sell |
-9,760
| Closed | -$373K | – | 1502 |
|
|
2016
Q1 | $373K | Hold |
9,760
| – | – | ﹤0.01% | 1428 |
|
|
2015
Q4 | $390K | Hold |
9,760
| – | – | ﹤0.01% | 1474 |
|
|
2015
Q3 | $363K | Buy |
9,760
+3,444
| +55% | +$128K | ﹤0.01% | 1484 |
|
|
2015
Q2 | $239K | Buy |
+6,316
| New | +$227K | ﹤0.01% | 1547 |
|
Other funds holding CBU
VPM
VCM
