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Sovereign Financial Group’s Community Bank CBU Stock Holding History

Sovereign Financial Group’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 		$489K Hold
7,291
– – 0.07% 227
2026
Q1 		$428K Hold
7,291
– – 0.07% 232
2025
Q4 		$419K Sell
7,291
-3
-0% -$173 0.07% 217
2025
Q3 		$428K Hold
7,294
– – 0.08% 209
2025
Q2 		$415K Hold
7,294
– – 0.09% 206
2025
Q1 		$415K Hold
7,294
– – 0.1% 186
2024
Q4 		$450K Hold
7,294
– – 0.1% 180
2024
Q3 		$424K Hold
7,294
– – 0.1% 182
2024
Q2 		$344K Hold
7,294
– – 0.09% 197
2024
Q1 		$350K Hold
7,294
– – 0.09% 193
2023
Q4 		$380K Sell
7,294
-2
-0% -$90 0.12% 166
2023
Q3 		$308K Hold
7,296
– – 0.11% 173
2023
Q2 		$342K Buy
+7,296
New +$358K 0.11% 174

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

Sovereign Financial Group's CBU Position: Q2 2026 in Review

Sovereign Financial Group held its Community Bank (CBU) position steady in Q2 2026 at 7,291 shares worth $489K. The position accounts for 0.07% of the portfolio, ranked #227.

Sovereign Financial Group first reported a position in CBU in Q2 2023 and has held it in 13 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Sovereign Financial Group held 7,291 shares of Community Bank worth $489K as of Q2 2026.
  • Sovereign Financial Group left its Community Bank share count unchanged in Q2 2026.
  • Community Bank made up 0.07% of Sovereign Financial Group's portfolio in Q2 2026, its #227 holding.
  • Sovereign Financial Group first reported a position in Community Bank in Q2 2023 and has held it in 13 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.