Ogorek Anthony Joseph’s Community Bank CBU Stock Holding History

Ogorek Anthony Joseph’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	$39K	Buy	583 +4	+0.7%	+$253	0.01%	209
2026 Q1	$33K	Buy	579 +5	+0.9%	+$306	0.01%	215
2025 Q4	$33K	Buy	574 +4	+0.7%	+$230	0.01%	204
2025 Q3	$33K	Buy	570 +5	+0.9%	+$289	0.01%	209
2025 Q2	$32K	Buy	565 +4	+0.7%	+$222	0.01%	199
2025 Q1	$31K	Buy	561 +5	+0.9%	+$310	0.01%	210
2024 Q4	$34K	Buy	556 +4	+0.7%	+$256	0.01%	142
2024 Q3	$32K	Buy	552 +6	+1%	+$344	0.01%	140
2024 Q2	$25K	Buy	546 +5	+0.9%	+$226	0.01%	149
2024 Q1	$26K	Buy	541 +5	+0.9%	+$233	0.01%	148
2023 Q4	$27K	Buy	536 +6	+1%	+$270	0.01%	149
2023 Q3	$22K	Buy	530 +5	+1%	+$237	0.01%	157
2023 Q2	$24K	Buy	525 +4	+0.8%	+$196	0.01%	145
2023 Q1	$27K	Buy	521 +4	+0.8%	+$234	0.01%	130
2022 Q4	$32K	Buy	517 +4	+0.8%	+$250	0.01%	92
2022 Q3	$30K	Buy	513 +3	+0.6%	+$198	0.01%	88
2022 Q2	$32K	Buy	510 +3	+0.6%	+$197	0.01%	87
2022 Q1	$35K	Buy	507 +3	+0.6%	+$218	0.01%	98
2021 Q4	$37K	Buy	504 +3	+0.6%	+$219	0.02%	91
2021 Q3	$34K	Buy	501 +3	+0.6%	+$215	0.02%	91
2021 Q2	$37K	Buy	498 +2	+0.4%	+$158	0.02%	85
2021 Q1	$38K	Hold	496	–	–	0.02%	76
2020 Q4	$30K	Hold	496	–	–	0.02%	73
2020 Q3	$27K	Hold	496	–	–	0.02%	62
2020 Q2	$28K	Hold	496	–	–	0.02%	54
2020 Q1	$29K	Buy	+496	New	+$32.2K	0.02%	49

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Ogorek Anthony Joseph's CBU Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Community Bank (CBU) stake by 0.69% in Q2 2026, buying an estimated $253 and bringing the position to 583 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #209.

Ogorek Anthony Joseph first reported a position in CBU in Q1 2020 and has held it in 26 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Ogorek Anthony Joseph held 583 shares of Community Bank worth $39K as of Q2 2026.
Ogorek Anthony Joseph bought 4 Community Bank shares in Q2 2026, an estimated $253.
Community Bank made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #209 holding.
Ogorek Anthony Joseph first reported a position in Community Bank in Q1 2020 and has held it in 26 quarters since.
279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.