Mackenzie Financial
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Mackenzie Financial’s Community Bank CBU Stock Holding History

Mackenzie Financial’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 		$502K Buy
+7,483
New +$473K ﹤0.01% 1319
2025
Q1 		– Sell
-3,310
Closed -$204K – 1698
2024
Q4 		$204K Buy
+3,310
New +$212K ﹤0.01% 1559
2023
Q1 		– Sell
-3,310
Closed -$208K – 1527
2022
Q4 		$208K Sell
3,310
-175
-5% -$10.9K ﹤0.01% 1237
2022
Q3 		$209K Sell
3,485
-245
-7% -$16.1K ﹤0.01% 1231
2022
Q2 		$236K Buy
3,730
+702
+23% +$46K ﹤0.01% 1208
2022
Q1 		$212K Buy
3,028
+128
+4% +$9.31K ﹤0.01% 1268
2021
Q4 		$216K Sell
2,900
-233
-7% -$17K ﹤0.01% 1306
2021
Q3 		$214K Buy
+3,133
New +$225K ﹤0.01% 1291

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

Mackenzie Financial's CBU Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Community Bank (CBU) in Q2 2026: 7,483 shares worth $502K. The stake represents ﹤0.01% of the portfolio and ranks #1319 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in CBU as recently as Q4 2024.

Mackenzie Financial first reported a position in CBU in Q3 2021 and has held it in 8 quarters since. 281 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Mackenzie Financial held 7,483 shares of Community Bank worth $502K as of Q2 2026.
  • Community Bank was a new Mackenzie Financial position in Q2 2026.
  • Community Bank made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1319 holding.
  • Mackenzie Financial first reported a position in Community Bank in Q3 2021 and has held it in 8 quarters since.
  • 281 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.