Mercer Global Advisors
CBU icon

Mercer Global Advisors’s Community Bank CBU Stock Holding History

Mercer Global Advisors’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 		$969K Buy
14,441
+2,379
+20% +$150K ﹤0.01% 1768
2026
Q1 		$707K Buy
12,062
+1,307
+12% +$80K ﹤0.01% 1758
2025
Q4 		$618K Buy
10,755
+1,106
+11% +$63.6K ﹤0.01% 1729
2025
Q3 		$566K Buy
9,649
+153
+2% +$8.86K ﹤0.01% 1689
2025
Q2 		$540K Buy
9,496
+71
+0.8% +$3.94K ﹤0.01% 1531
2025
Q1 		$536K Sell
9,425
-91
-1% -$5.64K ﹤0.01% 1437
2024
Q4 		$587K Buy
9,516
+150
+2% +$9.61K ﹤0.01% 1360
2024
Q3 		$528K Sell
9,366
-569
-6% -$32.6K ﹤0.01% 1310
2024
Q2 		$469K Buy
9,935
+2,912
+41% +$132K ﹤0.01% 1335
2024
Q1 		$337K Sell
7,023
-154
-2% -$7.19K ﹤0.01% 1497
2023
Q4 		$374K Buy
7,177
+52
+0.7% +$2.34K ﹤0.01% 1488
2023
Q3 		$301K Buy
7,125
+821
+13% +$38.9K ﹤0.01% 1535
2023
Q2 		$296K Sell
6,304
-142
-2% -$6.96K ﹤0.01% 1517
2023
Q1 		$338K Sell
6,446
-58
-0.9% -$3.4K ﹤0.01% 1435
2022
Q4 		$409K Buy
6,504
+86
+1% +$5.38K ﹤0.01% 1306
2022
Q3 		$386K Sell
6,418
-50
-0.8% -$3.29K ﹤0.01% 1265
2022
Q2 		$409K Sell
6,468
-129
-2% -$8.45K ﹤0.01% 1245
2022
Q1 		$463K Sell
6,597
-6,507
-50% -$473K ﹤0.01% 1268
2021
Q4 		$976K Buy
13,104
+169
+1% +$12.3K 0.01% 893
2021
Q3 		$885K Buy
12,935
+4,841
+60% +$347K 0.01% 917
2021
Q2 		$612K Buy
8,094
+172
+2% +$13.5K ﹤0.01% 1052
2021
Q1 		$608K Buy
7,922
+158
+2% +$11.3K 0.01% 995
2020
Q4 		$484K Buy
7,764
+18
+0.2% +$1.1K 0.01% 872
2020
Q3 		$422K Buy
7,746
+40
+0.5% +$2.31K 0.01% 838
2020
Q2 		$439K Sell
7,706
-4
-0.1% -$235 0.01% 727
2020
Q1 		$453K Buy
7,710
+8
+0.1% +$519 0.01% 686
2019
Q4 		$546K Hold
7,702
– – 0.01% 703
2019
Q3 		$475K Sell
7,702
-57
-0.7% -$3.6K 0.01% 718
2019
Q2 		$511K Buy
7,759
+1
+0% +$64 0.01% 671
2019
Q1 		$464K Buy
+7,758
New +$479K 0.02% 663

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

Mercer Global Advisors's CBU Position: Q2 2026 in Review

Mercer Global Advisors increased its Community Bank (CBU) stake by 20% in Q2 2026, buying an estimated $150K and bringing the position to 14,441 shares worth $969K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Mercer Global Advisors first reported a position in CBU in Q1 2019 and has held it in 30 quarters since. The position peaked at $976K in Q4 2021. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Mercer Global Advisors held 14,441 shares of Community Bank worth $969K as of Q2 2026.
  • Mercer Global Advisors bought 2,379 Community Bank shares in Q2 2026, an estimated $150K.
  • Community Bank made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1768 holding.
  • Mercer Global Advisors first reported a position in Community Bank in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Community Bank position peaked at $976K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.