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 Q1	$3.28M	Buy	+56,000	New	+$3.43M	0.14%	147

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Logan Capital Management's CBU Position: Q1 2026 in Review

Logan Capital Management sold out of Community Bank (CBU) in Q1 2026, closing a stake of 56,000 shares — an estimated $3.43M sold.

Logan Capital Management first reported a position in CBU in Q2 2013 and held it in 51 quarters. The position peaked at $4.62M in Q1 2021. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

Logan Capital Management reported no remaining Community Bank position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 56,000 Community Bank shares in Q1 2026, an estimated $3.43M.
Logan Capital Management first reported a position in Community Bank in Q2 2013 and held it in 51 quarters.
Logan Capital Management's Community Bank position peaked at $4.62M in Q1 2021.
264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.