Rockbridge Investment Management’s Community Bank CBU Stock Holding History

Rockbridge Investment 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	$213K	Buy	+3,180	New	+$201K	0.02%	141
2024 Q1	–	Sell	-3,210	Closed	-$167K	–	200
2023 Q4	$167K	Buy	+3,210	New	+$144K	0.03%	131
2023 Q1	–	Sell	-3,210	Closed	-$202K	–	110
2022 Q4	$202K	Buy	+3,210	New	+$201K	0.04%	105
2022 Q3	–	Sell	-1,442	Closed	-$91.3K	–	181
2022 Q2	$91.3K	Hold	1,442	–	–	0.02%	171
2022 Q1	$102K	Hold	1,442	–	–	0.02%	219
2021 Q4	$107K	Hold	1,442	–	–	0.02%	246
2021 Q3	$99K	Hold	1,442	–	–	0.02%	235
2021 Q2	$109K	Hold	1,442	–	–	0.02%	214
2021 Q1	$111K	Hold	1,442	–	–	0.02%	198
2020 Q4	$90K	Hold	1,442	–	–	0.02%	213
2020 Q3	$79K	Hold	1,442	–	–	0.02%	212
2020 Q2	$82K	Buy	+1,442	New	+$84.8K	0.02%	186

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 $3.38T AUM 44.17% 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

Rockbridge Investment Management's CBU Position: Q2 2026 in Review

Rockbridge Investment Management opened a new position in Community Bank (CBU) in Q2 2026: 3,180 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #141 among its holdings. This is a return to the name: Rockbridge Investment Management previously reported a position in CBU as recently as Q4 2023.

Rockbridge Investment Management first reported a position in CBU in Q2 2020 and has held it in 12 quarters since. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Rockbridge Investment Management held 3,180 shares of Community Bank worth $213K as of Q2 2026.
Community Bank was a new Rockbridge Investment Management position in Q2 2026.
Community Bank made up 0.02% of Rockbridge Investment Management's portfolio in Q2 2026, its #141 holding.
Rockbridge Investment Management first reported a position in Community Bank in Q2 2020 and has held it in 12 quarters since.
280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.