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CBU icon

Inspire Investing’s Community Bank CBU Stock Holding History

Inspire Investing’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 		$682K Buy
10,167
+1,407
+16% +$89K 0.03% 640
2026
Q1 		$514K Buy
8,760
+621
+8% +$38K 0.03% 694
2025
Q4 		$468K Buy
8,139
+426
+6% +$24.5K 0.04% 529
2025
Q3 		$452K Buy
7,713
+881
+13% +$51K 0.04% 657
2025
Q2 		$389K Buy
6,832
+773
+13% +$42.9K 0.04% 610
2025
Q1 		$345K Sell
6,059
-440
-7% -$27.3K 0.04% 471
2024
Q4 		$401K Sell
6,499
-626
-9% -$40.1K 0.04% 555
2024
Q3 		$414K Sell
7,125
-359
-5% -$20.6K 0.04% 457
2024
Q2 		$353K Buy
7,484
+42
+0.6% +$1.9K 0.04% 473
2024
Q1 		$357K Buy
7,442
+54
+0.7% +$2.52K 0.04% 672
2023
Q4 		$385K Buy
7,388
+154
+2% +$6.92K 0.04% 482
2023
Q3 		$305K Buy
7,234
+564
+8% +$26.7K 0.04% 725
2023
Q2 		$313K Buy
6,670
+1,462
+28% +$71.7K 0.04% 716
2023
Q1 		$273K Buy
5,208
+1,457
+39% +$85.3K 0.03% 556
2022
Q4 		$236K Buy
3,751
+307
+9% +$19.2K 0.03% 465
2022
Q3 		$207K Buy
3,444
+107
+3% +$7.05K 0.03% 452
2022
Q2 		$211K Sell
3,337
-41
-1% -$2.69K 0.03% 638
2022
Q1 		$237K Buy
3,378
+41
+1% +$2.98K 0.03% 411
2021
Q4 		$249K Sell
3,337
-161
-5% -$11.7K 0.03% 486
2021
Q3 		$239K Buy
+3,498
New +$251K 0.03% 417
2020
Q4 		– Sell
-7,722
Closed -$421K – 638
2020
Q3 		$421K Buy
7,722
+3,878
+101% +$223K 0.12% 150
2020
Q2 		$219K Buy
3,844
+267
+7% +$15.7K 0.08% 394
2020
Q1 		$210K Buy
+3,577
New +$232K 0.08% 398
2018
Q1 		– Sell
-1,047
Closed -$56K – 281
2017
Q4 		$56K Buy
+1,047
New +$56.9K 0.05% 531

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

Inspire Investing's CBU Position: Q2 2026 in Review

Inspire Investing increased its Community Bank (CBU) stake by 16% in Q2 2026, buying an estimated $89K and bringing the position to 10,167 shares worth $682K. The position accounts for 0.03% of the portfolio, ranked #640.

Inspire Investing first reported a position in CBU in Q4 2017 and has held it in 24 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Inspire Investing held 10,167 shares of Community Bank worth $682K as of Q2 2026.
  • Inspire Investing bought 1,407 Community Bank shares in Q2 2026, an estimated $89K.
  • Community Bank made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #640 holding.
  • Inspire Investing first reported a position in Community Bank in Q4 2017 and has held it in 24 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.