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Freestone Grove Partners’s Community Bank CBU Stock Holding History

Freestone Grove 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 		$543K Buy
8,086
+674
+9% +$42.6K ﹤0.01% 644
2026
Q1 		$435K Buy
+7,412
New +$454K ﹤0.01% 627
2025
Q4 		– Sell
-4,776
Closed -$280K – 752
2025
Q3 		$280K Buy
+4,776
New +$276K ﹤0.01% 621

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

Freestone Grove Partners's CBU Position: Q2 2026 in Review

Freestone Grove Partners increased its Community Bank (CBU) stake by 9.1% in Q2 2026, buying an estimated $42.6K and bringing the position to 8,086 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Freestone Grove Partners first reported a position in CBU in Q3 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Freestone Grove Partners held 8,086 shares of Community Bank worth $543K as of Q2 2026.
  • Freestone Grove Partners bought 674 Community Bank shares in Q2 2026, an estimated $42.6K.
  • Community Bank made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #644 holding.
  • Freestone Grove Partners first reported a position in Community Bank in Q3 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 Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.