Raffa Wealth Management’s Community Bank CBU Stock Holding History

Raffa Wealth 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 Q2	$67	Hold	1	–	–	﹤0.01%	1472
2026 Q1	$59	Buy	+1	New	+$61	﹤0.01%	1375
2017 Q1	–	Sell	-21	Closed	-$1.3K	–	459
2016 Q4	$1.3K	Hold	21	–	–	﹤0.01%	362
2016 Q3	$1.01K	Hold	21	–	–	﹤0.01%	416
2016 Q2	$863	Hold	21	–	–	﹤0.01%	440
2016 Q1	$802	Hold	21	–	–	﹤0.01%	473
2015 Q4	$839	Hold	21	–	–	﹤0.01%	453
2015 Q3	$781	Hold	21	–	–	﹤0.01%	463
2015 Q2	$793	Hold	21	–	–	﹤0.01%	461
2015 Q1	$743	Hold	21	–	–	﹤0.01%	496
2014 Q4	$801	Hold	21	–	–	﹤0.01%	426
2014 Q3	$705	Buy	+21	New	+$743	﹤0.01%	444
2014 Q1	–	Sell	-21	Closed	-$801	–	354
2013 Q4	$801	Buy	+21	New	+$776	﹤0.01%	426

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raffa Wealth Management's CBU Position: Q2 2026 in Review

Raffa Wealth Management held its Community Bank (CBU) position steady in Q2 2026 at 1 share worth $67. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Raffa Wealth Management first reported a position in CBU in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.3K in Q4 2016. 266 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Raffa Wealth Management held 1 share of Community Bank worth $67 as of Q2 2026.
Raffa Wealth Management left its Community Bank share count unchanged in Q2 2026.
Community Bank made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1472 holding.
Raffa Wealth Management first reported a position in Community Bank in Q4 2013 and has held it in 13 quarters since.
Raffa Wealth Management's Community Bank position peaked at $1.3K in Q4 2016.
266 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.