JCM
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Jacobi Capital Management’s Community Bank CBU Stock Holding History

Jacobi 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
Q1 		$3.69M Sell
62,908
-6,881
-10% -$421K 0.21% 91
2025
Q4 		$4.01M Sell
69,789
-301
-0.4% -$17.3K 0.23% 79
2025
Q3 		$4.11M Sell
70,090
-135,913
-66% -$7.87M 0.25% 73
2025
Q2 		$11.7M Buy
206,003
+125,853
+157% +$6.99M 0.78% 20
2025
Q1 		$4.56M Sell
80,150
-24,467
-23% -$1.52M 0.34% 56
2024
Q4 		$6.45M Buy
104,617
+236
+0.2% +$15.1K 0.48% 36
2024
Q3 		$6.06M Buy
104,381
+83
+0.1% +$4.75K 0.46% 39
2024
Q2 		$4.92M Buy
104,298
+16,886
+19% +$764K 0.43% 41
2024
Q1 		$4.2M Buy
87,412
+29,509
+51% +$1.38M 0.39% 44
2023
Q4 		$3.02M Sell
57,903
-9,388
-14% -$422K 0.31% 55
2023
Q3 		$2.84M Hold
67,291
– – 0.32% 55
2023
Q2 		$3.15M Buy
67,291
+35,000
+108% +$1.72M 0.35% 47
2023
Q1 		$1.69M Buy
32,291
+663
+2% +$38.8K 0.2% 102
2022
Q4 		$1.99M Buy
31,628
+707
+2% +$44.2K 0.25% 87
2022
Q3 		$1.86M Hold
30,921
– – 0.25% 84
2022
Q2 		$1.96M Hold
30,921
– – 0.26% 78
2022
Q1 		$2.17M Hold
30,921
– – 0.26% 76
2021
Q4 		$2.3M Hold
30,921
– – 0.27% 69
2021
Q3 		$2.12M Buy
30,921
+820
+3% +$58.8K 0.27% 63
2021
Q2 		$2.28M Buy
30,101
+3,376
+13% +$266K 0.3% 58
2021
Q1 		$2.05M Buy
26,725
+10
+0% +$718 0.3% 60
2020
Q4 		$1.67M Sell
26,715
-6,377
-19% -$391K 0.26% 65
2020
Q3 		$1.8M Buy
33,092
+11
+0% +$634 0.32% 58
2020
Q2 		$1.89M Buy
33,081
+66
+0.2% +$3.88K 0.35% 54
2020
Q1 		$1.94M Sell
33,015
-141
-0.4% -$9.15K 0.42% 46
2019
Q4 		$2.35M Buy
33,156
+183
+0.6% +$12.3K 0.43% 47
2019
Q3 		$2.03M Buy
32,973
+157
+0.5% +$9.92K 0.4% 48
2019
Q2 		$2.16M Buy
32,816
+168
+0.5% +$10.8K 0.44% 43
2019
Q1 		$1.95M Buy
32,648
+166
+0.5% +$10.2K 0.5% 33
2018
Q4 		$1.89M Buy
32,482
+164
+0.5% +$9.9K 0.52% 33
2018
Q3 		$1.97M Buy
32,318
+145
+0.5% +$9.24K 0.53% 27
2018
Q2 		$1.9M Buy
32,173
+167
+0.5% +$9.74K 0.55% 26
2018
Q1 		$1.68M Buy
32,006
+163
+0.5% +$8.88K 0.5% 28
2017
Q4 		$1.72M Buy
31,843
+263
+0.8% +$14.3K 0.56% 31
2017
Q3 		$1.76M Buy
31,580
+2,747
+10% +$147K 0.6% 28
2017
Q2 		$1.6M Hold
28,833
– – 0.62% 29
2017
Q1 		$1.52M Buy
28,833
+2,717
+10% +$159K 0.78% 25
2016
Q4 		$1.58M Sell
26,116
-3,317
-11% -$177K 0.96% 22
2016
Q3 		$1.4M Sell
29,433
-500
-2% -$22.6K 0.66% 28
2016
Q2 		$1.2M Buy
+29,933
New +$1.19M 0.6% 30

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jacobi Capital Management's CBU Position: Q1 2026 in Review

Jacobi Capital Management reduced its Community Bank (CBU) stake by 9.9% in Q1 2026, selling an estimated $421K and leaving 62,908 shares worth $3.69M. The position accounts for 0.21% of the portfolio, ranked #91.

Jacobi Capital Management first reported a position in CBU in Q2 2016 and has held it in 40 quarters since. The position peaked at $11.7M in Q2 2025. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • Jacobi Capital Management held 62,908 shares of Community Bank worth $3.69M as of Q1 2026.
  • Jacobi Capital Management sold 6,881 Community Bank shares in Q1 2026, an estimated $421K.
  • Community Bank made up 0.21% of Jacobi Capital Management's portfolio in Q1 2026, its #91 holding.
  • Jacobi Capital Management first reported a position in Community Bank in Q2 2016 and has held it in 40 quarters since.
  • Jacobi Capital Management's Community Bank position peaked at $11.7M in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.