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 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 $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Salomon & Ludwin's CBU Position: Q1 2026 in Review

Salomon & Ludwin held its Community Bank (CBU) position steady in Q1 2026 at 412 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Salomon & Ludwin first reported a position in CBU in Q3 2025 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

Salomon & Ludwin held 412 shares of Community Bank worth $24.5K as of Q1 2026.
Salomon & Ludwin left its Community Bank share count unchanged in Q1 2026.
Community Bank made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #942 holding.
Salomon & Ludwin first reported a position in Community Bank in Q3 2025 and has held it in 3 quarters since.
264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.