Steward Partners Investment Advisory’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.34K | Hold |
91
| – | – | ﹤0.01% | 3772 |
|
|
2025
Q4 | $5.23K | Hold |
91
| – | – | ﹤0.01% | 3681 |
|
|
2025
Q3 | $5.34K | Hold |
91
| – | – | ﹤0.01% | 3636 |
|
|
2025
Q2 | $5.17K | Hold |
91
| – | – | ﹤0.01% | 3473 |
|
|
2025
Q1 | $5.17K | Hold |
91
| – | – | ﹤0.01% | 3370 |
|
|
2024
Q4 | $5.61K | Hold |
91
| – | – | ﹤0.01% | 3322 |
|
|
2024
Q3 | $5.28K | Hold |
91
| – | – | ﹤0.01% | 3168 |
|
|
2024
Q2 | $4.3K | Hold |
91
| – | – | ﹤0.01% | 3095 |
|
|
2024
Q1 | $4.37K | Hold |
91
| – | – | ﹤0.01% | 3081 |
|
|
2023
Q4 | $4.74K | Hold |
91
| – | – | ﹤0.01% | 2976 |
|
|
2023
Q3 | $3.84K | Hold |
91
| – | – | ﹤0.01% | 2912 |
|
|
2023
Q2 | $4.27K | Hold |
91
| – | – | ﹤0.01% | 2838 |
|
|
2023
Q1 | $4.78K | Hold |
91
| – | – | ﹤0.01% | 2803 |
|
|
2022
Q4 | $5.73K | Hold |
91
| – | – | ﹤0.01% | 2725 |
|
|
2022
Q3 | $5K | Hold |
91
| – | – | ﹤0.01% | 2744 |
|
|
2022
Q2 | $6K | Hold |
91
| – | – | ﹤0.01% | 2676 |
|
|
2022
Q1 | $6K | Hold |
91
| – | – | ﹤0.01% | 2816 |
|
|
2021
Q4 | $7K | Hold |
91
| – | – | ﹤0.01% | 2713 |
|
|
2021
Q3 | $6K | Hold |
91
| – | – | ﹤0.01% | 2745 |
|
|
2021
Q2 | $7K | Hold |
91
| – | – | ﹤0.01% | 6364 |
|
|
2021
Q1 | $6.98K | Hold |
91
| – | – | ﹤0.01% | 2918 |
|
|
2020
Q4 | $6K | Sell |
91
-22
| -19% | -$1.35K | ﹤0.01% | 2453 |
|
|
2020
Q3 | $6K | Hold |
113
| – | – | ﹤0.01% | 2298 |
|
|
2020
Q2 | $6K | Hold |
113
| – | – | ﹤0.01% | 2203 |
|
|
2020
Q1 | $6K | Hold |
113
| – | – | ﹤0.01% | 2010 |
|
|
2019
Q4 | $8K | Hold |
113
| – | – | ﹤0.01% | 2085 |
|
|
2019
Q3 | $6K | Hold |
113
| – | – | ﹤0.01% | 2186 |
|
|
2019
Q2 | $7K | Buy |
+113
| New | +$7.24K | ﹤0.01% | 2111 |
|
|
2018
Q4 | – | Sell |
-156
| Closed | -$10K | – | 958 |
|
|
2018
Q3 | $10K | Buy |
156
+43
| +38% | +$2.74K | ﹤0.01% | 1864 |
|
|
2018
Q2 | $7K | Hold |
113
| – | – | ﹤0.01% | 1855 |
|
|
2018
Q1 | $6K | Hold |
113
| – | – | ﹤0.01% | 1714 |
|
|
2017
Q4 | $6K | Hold |
113
| – | – | ﹤0.01% | 1458 |
|
|
2017
Q3 | $6K | Hold |
113
| – | – | ﹤0.01% | 1232 |
|
|
2017
Q2 | $6K | Hold |
113
| – | – | ﹤0.01% | 1162 |
|
|
2017
Q1 | $6K | Hold |
113
| – | – | ﹤0.01% | 1064 |
|
|
2016
Q4 | $6K | Buy |
+113
| New | +$6.04K | ﹤0.01% | 629 |
|
Other funds holding CBU
VPM
VCM
Steward Partners Investment Advisory's CBU Position: Q1 2026 in Review
Steward Partners Investment Advisory held its Community Bank (CBU) position steady in Q1 2026 at 91 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3772.
Steward Partners Investment Advisory first reported a position in CBU in Q4 2016 and has held it in 36 quarters since. The position peaked at $10K in Q3 2018. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.
- Steward Partners Investment Advisory held 91 shares of Community Bank worth $5.34K as of Q1 2026.
- Steward Partners Investment Advisory left its Community Bank share count unchanged in Q1 2026.
- Community Bank made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3772 holding.
- Steward Partners Investment Advisory first reported a position in Community Bank in Q4 2016 and has held it in 36 quarters since.
- Steward Partners Investment Advisory's Community Bank position peaked at $10K in Q3 2018.
- 264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.