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MAI Capital Management’s Community Bank CBU Stock Holding History

MAI 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
-29
Closed -$1.7K – 2492
2026
Q1 		$1.7K Buy
29
+13
+81% +$796 ﹤0.01% 3988
2025
Q4 		$920 Buy
+16
New +$920 ﹤0.01% 3653
2025
Q3 		– Sell
-29
Closed -$1.65K – 3863
2025
Q2 		$1.65K Buy
+29
New +$1.61K ﹤0.01% 3468

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

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

MAI Capital Management sold out of Community Bank (CBU) in Q2 2026, closing a stake of 29 shares — an estimated $1.7K sold.

MAI Capital Management first reported a position in CBU in Q2 2025 and held it in 3 quarters. The position peaked at $1.7K in Q1 2026. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • MAI Capital Management reported no remaining Community Bank position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 29 Community Bank shares in Q2 2026, an estimated $1.7K.
  • MAI Capital Management first reported a position in Community Bank in Q2 2025 and held it in 3 quarters.
  • MAI Capital Management's Community Bank position peaked at $1.7K in Q1 2026.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

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