MML Investors Services
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MML Investors Services’s Community Bank CBU Stock Holding History

MML Investors 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 		$1.35M Buy
20,131
+5,645
+39% +$357K ﹤0.01% 1814
2026
Q1 		$850K Sell
14,486
-5,892
-29% -$361K ﹤0.01% 1884
2025
Q4 		$1.17M Buy
20,378
+291
+1% +$16.7K ﹤0.01% 1710
2025
Q3 		$1.18M Buy
20,087
+2,436
+14% +$141K ﹤0.01% 1624
2025
Q2 		$1M Buy
17,651
+1,414
+9% +$78.5K ﹤0.01% 1657
2025
Q1 		$923K Buy
16,237
+1,505
+10% +$93.2K ﹤0.01% 1629
2024
Q4 		$909K Buy
14,732
+2,091
+17% +$134K ﹤0.01% 1569
2024
Q3 		$734K Buy
12,641
+979
+8% +$56.1K ﹤0.01% 1628
2024
Q2 		$551K Buy
11,662
+1,535
+15% +$69.4K ﹤0.01% 1724
2024
Q1 		$486K Buy
10,127
+493
+5% +$23K ﹤0.01% 1798
2023
Q4 		$502K Buy
9,634
+3,841
+66% +$173K ﹤0.01% 1757
2023
Q3 		$245K Buy
5,793
+728
+14% +$34.5K ﹤0.01% 2043
2023
Q2 		$237K Buy
+5,065
New +$248K ﹤0.01% 2070
2023
Q1 		– Sell
-3,403
Closed -$214K – 2108
2022
Q4 		$214K Buy
+3,403
New +$213K ﹤0.01% 1987

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MML Investors Services's CBU Position: Q2 2026 in Review

MML Investors Services increased its Community Bank (CBU) stake by 39% in Q2 2026, buying an estimated $357K and bringing the position to 20,131 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

MML Investors Services first reported a position in CBU in Q4 2022 and has held it in 14 quarters since. 134 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • MML Investors Services held 20,131 shares of Community Bank worth $1.35M as of Q2 2026.
  • MML Investors Services bought 5,645 Community Bank shares in Q2 2026, an estimated $357K.
  • Community Bank made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1814 holding.
  • MML Investors Services first reported a position in Community Bank in Q4 2022 and has held it in 14 quarters since.
  • 134 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.