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Gallagher Fiduciary Advisors’s Community Bank CBU Stock Holding History

Gallagher Fiduciary Advisors’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 		$720K Sell
10,734
-189
-2% -$12K 0.02% 145
2026
Q1 		$641K Sell
10,923
-1,150
-10% -$70.4K 0.02% 121
2025
Q4 		$693K Buy
12,073
+992
+9% +$57.1K 0.02% 138
2025
Q3 		$650K Buy
11,081
+27
+0.2% +$1.56K 0.02% 119
2025
Q2 		$629K Buy
11,054
+2,026
+22% +$112K 0.02% 143
2025
Q1 		$513K Buy
9,028
+532
+6% +$33K 0.02% 150
2024
Q4 		$524K Buy
8,496
+1,288
+18% +$82.5K 0.1% 136
2024
Q3 		$419K Buy
7,208
+1,752
+32% +$100K 0.08% 142
2024
Q2 		$258K Buy
+5,456
New +$247K 0.06% 184

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

Gallagher Fiduciary Advisors's CBU Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Community Bank (CBU) stake by 1.7% in Q2 2026, selling an estimated $12K and leaving 10,734 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #145.

Gallagher Fiduciary Advisors first reported a position in CBU in Q2 2024 and has held it in 9 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Gallagher Fiduciary Advisors held 10,734 shares of Community Bank worth $720K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 189 Community Bank shares in Q2 2026, an estimated $12K.
  • Community Bank made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #145 holding.
  • Gallagher Fiduciary Advisors first reported a position in Community Bank in Q2 2024 and has held it in 9 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.