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Larson Financial Group’s Community Bank CBU Stock Holding History

Larson Financial Group’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 		$4.97K Buy
74
+6
+9% +$380 ﹤0.01% 2777
2026
Q1 		$3.99K Buy
68
+3
+5% +$184 ﹤0.01% 2705
2025
Q4 		$3.73K Buy
65
+57
+713% +$3.28K ﹤0.01% 2572
2025
Q3 		$469 Sell
8
-3
-27% -$174 ﹤0.01% 3122
2025
Q2 		$626 Buy
11
+6
+120% +$333 ﹤0.01% 2796
2025
Q1 		$284 Sell
5
-2
-29% -$124 ﹤0.01% 2709
2024
Q4 		$432 Buy
7
+2
+40% +$128 ﹤0.01% 2236
2024
Q3 		$290 Hold
5
– – ﹤0.01% 2261
2024
Q2 		$236 Buy
+5
New +$226 ﹤0.01% 2023

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

Larson Financial Group's CBU Position: Q2 2026 in Review

Larson Financial Group increased its Community Bank (CBU) stake by 8.8% in Q2 2026, buying an estimated $380 and bringing the position to 74 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

Larson Financial Group first reported a position in CBU in Q2 2024 and has held it in 9 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Larson Financial Group held 74 shares of Community Bank worth $4.97K as of Q2 2026.
  • Larson Financial Group bought 6 Community Bank shares in Q2 2026, an estimated $380.
  • Community Bank made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2777 holding.
  • Larson Financial Group first reported a position in Community Bank in Q2 2024 and has held it in 9 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

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