Massachusetts Financial Services’s Community Bank CBU Stock Holding History

Massachusetts Financial Services’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	$30.2M	Buy	+450,410	New	+$28.5M	0.01%	590

Other funds holding CBU

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Massachusetts Financial Services's CBU Position: Q2 2026 in Review

Massachusetts Financial Services opened a new position in Community Bank (CBU) in Q2 2026: 450,410 shares worth $30.2M. The stake represents 0.01% of the portfolio and ranks #590 among its holdings.

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

Massachusetts Financial Services held 450,410 shares of Community Bank worth $30.2M as of Q2 2026.
Community Bank was a new Massachusetts Financial Services position in Q2 2026.
Community Bank made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #590 holding.
103 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.