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Smartleaf Asset Management’s Community Bank CBU Stock Holding History

Smartleaf Asset 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 		$37.7K Hold
564
– – ﹤0.01% 1665
2026
Q1 		$32.5K Sell
564
-900
-61% -$55.1K ﹤0.01% 1702
2025
Q4 		$84.8K Buy
1,464
+8
+0.5% +$460 ﹤0.01% 1290
2025
Q3 		$85.9K Buy
1,456
+189
+15% +$10.9K 0.01% 1148
2025
Q2 		$72.4K Sell
1,267
-16
-1% -$888 0.01% 1000
2025
Q1 		$72.8K Buy
1,283
+80
+7% +$4.96K 0.01% 978
2024
Q4 		$74.5K Buy
1,203
+702
+140% +$44.9K 0.01% 981
2024
Q3 		$28.7K Buy
501
+104
+26% +$5.96K ﹤0.01% 1141
2024
Q2 		$18.1K Buy
+397
New +$18K ﹤0.01% 1078

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 $3.37T AUM 44.26% 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

Smartleaf Asset Management's CBU Position: Q2 2026 in Review

Smartleaf Asset Management held its Community Bank (CBU) position steady in Q2 2026 at 564 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Smartleaf Asset Management first reported a position in CBU in Q2 2024 and has held it in 9 quarters since. The position peaked at $85.9K in Q3 2025. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Smartleaf Asset Management held 564 shares of Community Bank worth $37.7K as of Q2 2026.
  • Smartleaf Asset Management left its Community Bank share count unchanged in Q2 2026.
  • Community Bank made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1665 holding.
  • Smartleaf Asset Management first reported a position in Community Bank in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Community Bank position peaked at $85.9K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.