Osbon Capital Management’s Community Bank CBU Stock Holding History

Osbon 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 Q1	$2.93K	Hold	50	–	–	﹤0.01%	401
2025 Q4	$2.87K	Buy	+50	New	+$2.88K	﹤0.01%	296

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Osbon Capital Management's CBU Position: Q1 2026 in Review

Osbon Capital Management held its Community Bank (CBU) position steady in Q1 2026 at 50 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Osbon Capital Management first reported a position in CBU in Q4 2025 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

Osbon Capital Management held 50 shares of Community Bank worth $2.93K as of Q1 2026.
Osbon Capital Management left its Community Bank share count unchanged in Q1 2026.
Community Bank made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #401 holding.
Osbon Capital Management first reported a position in Community Bank in Q4 2025 and has held it in 2 quarters since.
265 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.