IFP Advisors’s Community Bank CBU Stock Holding History

IFP 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	$42.1K	Buy	627 +103	+20%	+$6.51K	﹤0.01%	2511
2026 Q1	$30.7K	Buy	524 +2	+0.4%	+$122	﹤0.01%	2535
2025 Q4	$30K	Buy	522 +436	+507%	+$25.1K	﹤0.01%	2494
2025 Q3	$5.04K	Buy	+86	New	+$4.98K	﹤0.01%	3245
2025 Q2	–	Hold	0	–	–	–	2642
2025 Q1	–	Sell	-2	Closed	-$123	–	4364
2024 Q4	$123	Buy	+2	New	+$128	﹤0.01%	3960
2023 Q1	–	Sell	-223	Closed	-$27K	–	3525
2022 Q4	$27K	Sell	223 -7	-3%	-$438	﹤0.01%	2666
2022 Q3	$27K	Buy	230 +1	+0.4%	+$66	﹤0.01%	2833
2022 Q2	$27K	Hold	229	–	–	﹤0.01%	2605
2022 Q1	$27K	Buy	+229	New	+$16.7K	﹤0.01%	2605
2020 Q4	–	Sell	-36	Closed	-$2.21K	–	2953
2020 Q3	$2K	Buy	+36	New	+$2.07K	﹤0.01%	2452
2018 Q4	–	Sell	-118	Closed	-$7K	–	3550
2018 Q3	$7K	Hold	118	–	–	﹤0.01%	3037
2018 Q2	$7K	Hold	118	–	–	﹤0.01%	3079
2018 Q1	$6K	Hold	118	–	–	﹤0.01%	3053
2017 Q4	$6K	Hold	118	–	–	﹤0.01%	3099
2017 Q3	$7K	Hold	118	–	–	﹤0.01%	3209
2017 Q2	$7K	Hold	118	–	–	﹤0.01%	3213
2017 Q1	$6K	Hold	118	–	–	﹤0.01%	3190
2016 Q4	$7K	Buy	118 +31	+36%	+$1.66K	﹤0.01%	3101
2016 Q3	$4K	Buy	+87	New	+$3.93K	﹤0.01%	3308

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

IFP Advisors's CBU Position: Q2 2026 in Review

IFP Advisors increased its Community Bank (CBU) stake by 20% in Q2 2026, buying an estimated $6.51K and bringing the position to 627 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

IFP Advisors first reported a position in CBU in Q3 2016 and has held it in 19 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

IFP Advisors held 627 shares of Community Bank worth $42.1K as of Q2 2026.
IFP Advisors bought 103 Community Bank shares in Q2 2026, an estimated $6.51K.
Community Bank made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2511 holding.
IFP Advisors first reported a position in Community Bank in Q3 2016 and has held it in 19 quarters since.
279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.