Stifel Financial
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Stifel Financial’s Community Bank CBU Stock Holding History

Stifel Financial’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 		$2.9M Sell
43,276
-8,043
-16% -$509K ﹤0.01% 1790
2026
Q1 		$3.01M Buy
51,319
+1,348
+3% +$82.5K ﹤0.01% 1668
2025
Q4 		$2.87M Buy
49,971
+507
+1% +$29.2K ﹤0.01% 1683
2025
Q3 		$2.9M Buy
49,464
+1,552
+3% +$89.9K ﹤0.01% 1633
2025
Q2 		$2.72M Buy
47,912
+13,774
+40% +$765K ﹤0.01% 1620
2025
Q1 		$1.94M Buy
34,138
+1,411
+4% +$87.4K ﹤0.01% 1775
2024
Q4 		$2.02M Buy
32,727
+1,976
+6% +$127K ﹤0.01% 1771
2024
Q3 		$1.79M Buy
30,751
+1,085
+4% +$62.1K ﹤0.01% 1849
2024
Q2 		$1.4M Buy
29,666
+4,297
+17% +$194K ﹤0.01% 1963
2024
Q1 		$1.22M Buy
25,369
+2,074
+9% +$96.8K ﹤0.01% 2059
2023
Q4 		$1.21M Buy
23,295
+167
+0.7% +$7.5K ﹤0.01% 2012
2023
Q3 		$976K Buy
23,128
+540
+2% +$25.6K ﹤0.01% 2063
2023
Q2 		$1.06M Buy
22,588
+11,505
+104% +$564K ﹤0.01% 2051
2023
Q1 		$582K Sell
11,083
-51
-0.5% -$2.99K ﹤0.01% 2428
2022
Q4 		$701K Buy
11,134
+65
+0.6% +$4.06K ﹤0.01% 2273
2022
Q3 		$665K Buy
11,069
+1,975
+22% +$130K ﹤0.01% 2250
2022
Q2 		$575K Buy
9,094
+1
+0% +$66 ﹤0.01% 2393
2022
Q1 		$638K Buy
9,093
+189
+2% +$13.7K ﹤0.01% 2443
2021
Q4 		$663K Sell
8,904
-15
-0.2% -$1.09K ﹤0.01% 2424
2021
Q3 		$610K Sell
8,919
-16
-0.2% -$1.15K ﹤0.01% 2455
2021
Q2 		$676K Sell
8,935
-18
-0.2% -$1.42K ﹤0.01% 2400
2021
Q1 		$686K Sell
8,953
-96
-1% -$6.89K ﹤0.01% 2274
2020
Q4 		$563K Sell
9,049
-393
-4% -$24.1K ﹤0.01% 2247
2020
Q3 		$514K Sell
9,442
-162
-2% -$9.34K ﹤0.01% 2073
2020
Q2 		$548K Sell
9,604
-75
-0.8% -$4.41K ﹤0.01% 1977
2020
Q1 		$569K Sell
9,679
-91
-0.9% -$5.9K ﹤0.01% 1779
2019
Q4 		$691K Buy
9,770
+88
+0.9% +$5.9K ﹤0.01% 2065
2019
Q3 		$596K Buy
9,682
+148
+2% +$9.35K ﹤0.01% 2071
2019
Q2 		$628K Buy
+9,534
New +$611K ﹤0.01% 2085

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

Stifel Financial's CBU Position: Q2 2026 in Review

Stifel Financial reduced its Community Bank (CBU) stake by 16% in Q2 2026, selling an estimated $509K and leaving 43,276 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Stifel Financial first reported a position in CBU in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.01M in Q1 2026. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Stifel Financial held 43,276 shares of Community Bank worth $2.9M as of Q2 2026.
  • Stifel Financial sold 8,043 Community Bank shares in Q2 2026, an estimated $509K.
  • Community Bank made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1790 holding.
  • Stifel Financial first reported a position in Community Bank in Q2 2019 and has held it in 29 quarters since.
  • Stifel Financial's Community Bank position peaked at $3.01M in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.