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
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 $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Raymond James Financial's CBU Position: Q1 2026 in Review

Raymond James Financial increased its Community Bank (CBU) stake by 35% in Q1 2026, buying an estimated $319K and bringing the position to 20,186 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #3742.

Raymond James Financial first reported a position in CBU in Q4 2024 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • Raymond James Financial held 20,186 shares of Community Bank worth $1.18M as of Q1 2026.
  • Raymond James Financial bought 5,220 Community Bank shares in Q1 2026, an estimated $319K.
  • Community Bank made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3742 holding.
  • Raymond James Financial first reported a position in Community Bank in Q4 2024 and has held it in 6 quarters since.
  • 264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.