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&Partners’s Community Bank CBU Stock Holding History

&Partners’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 		$355K Buy
5,288
+741
+16% +$46.9K ﹤0.01% 2037
2026
Q1 		$267K Buy
4,547
+697
+18% +$42.7K ﹤0.01% 2065
2025
Q4 		$222K Buy
+3,850
New +$221K ﹤0.01% 2088
2025
Q2 		– Sell
-3,789
Closed -$215K – 2001
2025
Q1 		$215K Buy
+3,789
New +$235K ﹤0.01% 1598

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

&Partners's CBU Position: Q2 2026 in Review

&Partners increased its Community Bank (CBU) stake by 16% in Q2 2026, buying an estimated $46.9K and bringing the position to 5,288 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

&Partners first reported a position in CBU in Q1 2025 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • &Partners held 5,288 shares of Community Bank worth $355K as of Q2 2026.
  • &Partners bought 741 Community Bank shares in Q2 2026, an estimated $46.9K.
  • Community Bank made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2037 holding.
  • &Partners first reported a position in Community Bank in Q1 2025 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.