BPI
CBU icon

BFC Planning, Inc.’s Community Bank CBU Stock Holding History

BFC Planning, Inc.’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 		$488K Hold
7,272
– – 0.02% 618
2026
Q1 		$426K Buy
7,272
+70
+1% +$4.28K 0.02% 622
2025
Q4 		$414K Buy
7,202
+58
+0.8% +$3.34K 0.02% 605
2025
Q3 		$419K Buy
7,144
+55
+0.8% +$3.18K 0.03% 432
2025
Q2 		$403K Buy
7,089
+62
+0.9% +$3.44K 0.03% 411
2025
Q1 		$400K Buy
7,027
+98
+1% +$6.07K 0.04% 388
2024
Q4 		$427K Buy
+6,929
New +$444K 0.04% 378

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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 $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

BFC Planning, Inc.'s CBU Position: Q2 2026 in Review

BFC Planning, Inc. held its Community Bank (CBU) position steady in Q2 2026 at 7,272 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #618.

BFC Planning, Inc. first reported a position in CBU in Q4 2024 and has held it in 7 quarters since. 283 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • BFC Planning, Inc. held 7,272 shares of Community Bank worth $488K as of Q2 2026.
  • BFC Planning, Inc. left its Community Bank share count unchanged in Q2 2026.
  • Community Bank made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #618 holding.
  • BFC Planning, Inc. first reported a position in Community Bank in Q4 2024 and has held it in 7 quarters since.
  • 283 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.