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Lawood & Co’s Community Bank CBU Stock Holding History

Lawood & Co’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
Q3 		$243K Hold
4,088
– – 0.17% 88
2026
Q2 		$274K Hold
4,088
– – 0.19% 83
2026
Q1 		$240K Hold
4,088
– – 0.22% 86
2025
Q4 		$235K Buy
+4,088
New +$235K 0.22% 84

Other funds holding CBU

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Lawood & Co's CBU Position: Q3 2026 in Review

Lawood & Co held its Community Bank (CBU) position steady in Q3 2026 at 4,088 shares worth $243K. The position accounts for 0.17% of the portfolio, ranked #88.

Lawood & Co first reported a position in CBU in Q4 2025 and has held it in 4 quarters since. The position peaked at $274K in Q2 2026. 11 funds tracked by Wall St. Rank hold CBU as of Q3 2026.

  • Lawood & Co held 4,088 shares of Community Bank worth $243K as of Q3 2026.
  • Lawood & Co left its Community Bank share count unchanged in Q3 2026.
  • Community Bank made up 0.17% of Lawood & Co's portfolio in Q3 2026, its #88 holding.
  • Lawood & Co first reported a position in Community Bank in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Community Bank position peaked at $274K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Community Bank as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.