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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Lawood & Co's CBU Position: Q2 2026 in Review

Lawood & Co held its Community Bank (CBU) position steady in Q2 2026 at 4,088 shares worth $274K. The position accounts for 0.19% of the portfolio, ranked #83.

Lawood & Co first reported a position in CBU in Q4 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Lawood & Co held 4,088 shares of Community Bank worth $274K as of Q2 2026.
Lawood & Co left its Community Bank share count unchanged in Q2 2026.
Community Bank made up 0.19% of Lawood & Co's portfolio in Q2 2026, its #83 holding.
Lawood & Co first reported a position in Community Bank in Q4 2025 and has held it in 3 quarters since.
279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.