Jones Financial Companies
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Jones Financial Companies’s Community Bank CBU Stock Holding History

Jones Financial Companies’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 		$9.85K Buy
146
+138
+1,725% +$8.73K ﹤0.01% 3797
2026
Q1 		$454 Sell
8
-57
-88% -$3.49K ﹤0.01% 4506
2025
Q4 		$3.73K Buy
65
+57
+713% +$3.28K ﹤0.01% 3617
2025
Q3 		$478 Hold
8
– – ﹤0.01% 4040
2025
Q2 		$457 Buy
+8
New +$444 ﹤0.01% 3814

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

Jones Financial Companies's CBU Position: Q2 2026 in Review

Jones Financial Companies increased its Community Bank (CBU) stake by 1,725% in Q2 2026, buying an estimated $8.73K and bringing the position to 146 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #3797.

Jones Financial Companies first reported a position in CBU in Q2 2025 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Jones Financial Companies held 146 shares of Community Bank worth $9.85K as of Q2 2026.
  • Jones Financial Companies bought 138 Community Bank shares in Q2 2026, an estimated $8.73K.
  • Community Bank made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3797 holding.
  • Jones Financial Companies first reported a position in Community Bank in Q2 2025 and has held it in 5 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.