Plante Moran Financial Advisors’s Community Bank CBU Stock Holding History

Plante Moran Financial 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	$3.36K	Buy	+50	New	+$3.16K	﹤0.01%	686

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

Plante Moran Financial Advisors's CBU Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Community Bank (CBU) in Q2 2026: 50 shares worth $3.36K. The stake represents ﹤0.01% of the portfolio and ranks #686 among its holdings.

279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Plante Moran Financial Advisors held 50 shares of Community Bank worth $3.36K as of Q2 2026.
Community Bank was a new Plante Moran Financial Advisors position in Q2 2026.
Community Bank made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #686 holding.
279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.