Salomon & Ludwin’s Community Bank CBU Stock Holding History

Salomon & Ludwin’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	$28.2K	Hold	412	–	–	﹤0.01%	896
2026 Q1	$24.5K	Hold	412	–	–	﹤0.01%	942
2025 Q4	$24.2K	Buy	412 +18	+5%	+$1.03K	﹤0.01%	751
2025 Q3	$23.2K	Buy	+394	New	+$22.8K	﹤0.01%	726

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 $3.37T 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

Salomon & Ludwin's CBU Position: Q2 2026 in Review

Salomon & Ludwin held its Community Bank (CBU) position steady in Q2 2026 at 412 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Salomon & Ludwin first reported a position in CBU in Q3 2025 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Salomon & Ludwin held 412 shares of Community Bank worth $28.2K as of Q2 2026.
Salomon & Ludwin left its Community Bank share count unchanged in Q2 2026.
Community Bank made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #896 holding.
Salomon & Ludwin first reported a position in Community Bank in Q3 2025 and has held it in 4 quarters since.
280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.