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Hilton Capital Management’s Community Bank CBU Stock Holding History

Hilton Capital Management’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 		$5.23M Buy
77,912
+3,793
+5% +$240K 0.36% 70
2026
Q1 		$4.35M Buy
74,119
+9,537
+15% +$584K 0.33% 71
2025
Q4 		$3.71M Buy
64,582
+6,354
+11% +$366K 0.28% 81
2025
Q3 		$3.41M Buy
58,228
+8,401
+17% +$486K 0.28% 79
2025
Q2 		$2.83M Buy
49,827
+4,632
+10% +$257K 0.23% 89
2025
Q1 		$2.57M Buy
45,195
+5,018
+12% +$311K 0.22% 81
2024
Q4 		$2.48M Buy
40,177
+1,855
+5% +$119K 0.21% 80
2024
Q3 		$2.23M Buy
38,322
+4,676
+14% +$268K 0.17% 80
2024
Q2 		$1.59M Buy
33,646
+963
+3% +$43.6K 0.13% 103
2024
Q1 		$1.57M Buy
32,683
+18,357
+128% +$857K 0.14% 106
2023
Q4 		$747K Buy
+14,326
New +$644K 0.08% 86
2023
Q2 		– Sell
-3,341
Closed -$210K – 148
2023
Q1 		$210K Buy
+3,341
New +$196K 0.03% 99
2022
Q3 		– Sell
-3,254
Closed -$206K – 107
2022
Q2 		$206K Buy
+3,254
New +$213K 0.03% 98
2022
Q1 		– Sell
-2,977
Closed -$222K – 132
2021
Q4 		$222K Buy
+2,977
New +$217K 0.02% 105
2019
Q4 		– Sell
-2,190
Closed -$135K – 144
2019
Q3 		$135K Buy
+2,190
New +$138K 0.02% 131
2015
Q1 		– Sell
-10,600
Closed -$404K – 85
2014
Q4 		$404K Sell
10,600
-207,966
-95% -$7.63M 0.13% 66
2014
Q3 		$7.34M Buy
218,566
+76,225
+54% +$2.7M 2.31% 18
2014
Q2 		$5.15M Buy
142,341
+28,976
+26% +$1.07M 1.68% 22
2014
Q1 		$4.42M Buy
113,365
+4,060
+4% +$151K 1.73% 21
2013
Q4 		$4.34M Buy
109,305
+17,945
+20% +$663K 1.67% 21
2013
Q3 		$3.12M Buy
+91,360
New +$3.06M 1.48% 22

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

Hilton Capital Management's CBU Position: Q2 2026 in Review

Hilton Capital Management increased its Community Bank (CBU) stake by 5.1% in Q2 2026, buying an estimated $240K and bringing the position to 77,912 shares worth $5.23M. The position accounts for 0.36% of the portfolio, ranked #70.

Hilton Capital Management first reported a position in CBU in Q3 2013 and has held it in 21 quarters since. The position peaked at $7.34M in Q3 2014. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Hilton Capital Management held 77,912 shares of Community Bank worth $5.23M as of Q2 2026.
  • Hilton Capital Management bought 3,793 Community Bank shares in Q2 2026, an estimated $240K.
  • Community Bank made up 0.36% of Hilton Capital Management's portfolio in Q2 2026, its #70 holding.
  • Hilton Capital Management first reported a position in Community Bank in Q3 2013 and has held it in 21 quarters since.
  • Hilton Capital Management's Community Bank position peaked at $7.34M in Q3 2014.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Hilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.