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LRI Investments’s Community Bank CBU Stock Holding History

LRI Investments’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 		$201 Buy
+3
New +$190 ﹤0.01% 1736

Other funds holding CBU

RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

LRI Investments's CBU Position: Q2 2026 in Review

LRI Investments opened a new position in Community Bank (CBU) in Q2 2026: 3 shares worth $201. The stake represents ﹤0.01% of the portfolio and ranks #1736 among its holdings.

81 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • LRI Investments held 3 shares of Community Bank worth $201 as of Q2 2026.
  • Community Bank was a new LRI Investments position in Q2 2026.
  • Community Bank made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1736 holding.
  • 81 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.