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HFM Investment Advisors’s Community Bank CBU Stock Holding History

HFM Investment 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 		$537 Buy
8
+4
+100% +$253 ﹤0.01% 962
2026
Q1 		$235 Hold
4
– – ﹤0.01% 943
2025
Q4 		$230 Hold
4
– – ﹤0.01% 976
2025
Q3 		$235 Hold
4
– – ﹤0.01% 943
2025
Q2 		$227 Buy
4
+3
+300% +$167 ﹤0.01% 941
2025
Q1 		$57 Buy
+1
New +$62 ﹤0.01% 1020

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's CBU Position: Q2 2026 in Review

HFM Investment Advisors increased its Community Bank (CBU) stake by 100% in Q2 2026, buying an estimated $253 and bringing the position to 8 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #962.

HFM Investment Advisors first reported a position in CBU in Q1 2025 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • HFM Investment Advisors held 8 shares of Community Bank worth $537 as of Q2 2026.
  • HFM Investment Advisors bought 4 Community Bank shares in Q2 2026, an estimated $253.
  • Community Bank made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #962 holding.
  • HFM Investment Advisors first reported a position in Community Bank in Q1 2025 and has held it in 6 quarters since.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.