Raymond James Financial
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Raymond James Financial’s Community Bank CBU Stock Holding History

Raymond James Financial’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 		$1.12M Sell
16,727
-3,459
-17% -$219K ﹤0.01% 3917
2026
Q1 		$1.18M Buy
20,186
+5,220
+35% +$319K ﹤0.01% 3742
2025
Q4 		$860K Buy
14,966
+3,816
+34% +$220K ﹤0.01% 3881
2025
Q3 		$654K Buy
11,150
+55
+0.5% +$3.18K ﹤0.01% 3956
2025
Q2 		$631K Buy
11,095
+15
+0.1% +$833 ﹤0.01% 3862
2025
Q1 		$630K Sell
11,080
-54
-0.5% -$3.35K ﹤0.01% 3785
2024
Q4 		$687K Buy
+11,134
New +$713K ﹤0.01% 3707

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 $3.38T AUM 44.17% 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

Raymond James Financial's CBU Position: Q2 2026 in Review

Raymond James Financial reduced its Community Bank (CBU) stake by 17% in Q2 2026, selling an estimated $219K and leaving 16,727 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #3917.

Raymond James Financial first reported a position in CBU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q1 2026. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Raymond James Financial held 16,727 shares of Community Bank worth $1.12M as of Q2 2026.
  • Raymond James Financial sold 3,459 Community Bank shares in Q2 2026, an estimated $219K.
  • Community Bank made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3917 holding.
  • Raymond James Financial first reported a position in Community Bank in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Community Bank position peaked at $1.18M in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.