RIL
CBU icon

Rothschild Investment LLC’s Community Bank CBU Stock Holding History

Rothschild Investment LLC’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 		$6.64K Buy
99
+8
+9% +$506 ﹤0.01% 2120
2026
Q1 		$5.34K Hold
91
– – ﹤0.01% 2020
2025
Q4 		$5.23K Buy
91
+21
+30% +$1.21K ﹤0.01% 1855
2025
Q3 		$4.11K Sell
70
-35
-33% -$2.03K ﹤0.01% 1795
2025
Q2 		$5.97K Buy
105
+35
+50% +$1.94K ﹤0.01% 1425
2025
Q1 		$3.98K Buy
70
+10
+17% +$620 ﹤0.01% 1542
2024
Q4 		$3.7K Buy
60
+15
+33% +$960 ﹤0.01% 1462
2024
Q3 		$2.61K Buy
45
+30
+200% +$1.72K ﹤0.01% 1588
2024
Q2 		$708 Buy
15
+10
+200% +$452 ﹤0.01% 1835
2024
Q1 		$240 Buy
+5
New +$233 ﹤0.01% 1668

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

Rothschild Investment LLC's CBU Position: Q2 2026 in Review

Rothschild Investment LLC increased its Community Bank (CBU) stake by 8.8% in Q2 2026, buying an estimated $506 and bringing the position to 99 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

Rothschild Investment LLC first reported a position in CBU in Q1 2024 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Rothschild Investment LLC held 99 shares of Community Bank worth $6.64K as of Q2 2026.
  • Rothschild Investment LLC bought 8 Community Bank shares in Q2 2026, an estimated $506.
  • Community Bank made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2120 holding.
  • Rothschild Investment LLC first reported a position in Community Bank in Q1 2024 and has held it in 10 quarters since.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.