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Logan Capital Management’s Community Bank CBU Stock Holding History

Logan 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
Q2 		– Sell
-56,000
Closed -$3.28M – 482
2026
Q1 		$3.28M Buy
+56,000
New +$3.43M 0.14% 147

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

Logan Capital Management's CBU Position: Q2 2026 in Review

Logan Capital Management opened a new position in Community Bank (CBU) in Q2 2026: 56,000 shares worth $3.76M. The stake represents 0.14% of the portfolio and ranks #139 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in CBU as recently as Q4 2025.

Logan Capital Management first reported a position in CBU in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.62M in Q1 2021. 281 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Logan Capital Management held 56,000 shares of Community Bank worth $3.76M as of Q2 2026.
  • Community Bank was a new Logan Capital Management position in Q2 2026.
  • Community Bank made up 0.14% of Logan Capital Management's portfolio in Q2 2026, its #139 holding.
  • Logan Capital Management first reported a position in Community Bank in Q2 2013 and has held it in 52 quarters since.
  • Logan Capital Management's Community Bank position peaked at $4.62M in Q1 2021.
  • 281 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.