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Stone House Investment Management’s Community Bank CBU Stock Holding History

Stone House Investment 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 		$325K Buy
4,837
+1,029
+27% +$65.1K 0.04% 65
2026
Q1 		$223K Hold
3,808
– – 0.04% 68
2025
Q4 		$219K Sell
3,808
-40
-1% -$2.3K 0.03% 70
2025
Q3 		$226K Buy
3,848
+250
+7% +$14.5K 0.04% 72
2025
Q2 		$205K Hold
3,598
– – 0.04% 68
2025
Q1 		$205K Buy
+3,598
New +$223K 0.04% 58
2024
Q4 		– Sell
-2,360
Closed -$137K – 95
2024
Q3 		$137K Buy
2,360
+797
+51% +$45.6K 0.03% 60
2024
Q2 		$73.8K Buy
1,563
+1,258
+412% +$56.9K 0.02% 97
2024
Q1 		$14.6K Hold
305
– – ﹤0.01% 209
2023
Q4 		$15.9K Hold
305
– – 0.01% 134
2023
Q3 		$12.9K Sell
305
-2,350
-89% -$111K ﹤0.01% 147
2023
Q2 		$124K Hold
2,655
– – 0.05% 51
2023
Q1 		$139K Buy
+2,655
New +$156K 0.05% 48
2019
Q2 		– Sell
-2,350
Closed -$140K – 53
2019
Q1 		$140K Buy
+2,350
New +$145K 0.07% 53

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

Stone House Investment Management's CBU Position: Q2 2026 in Review

Stone House Investment Management increased its Community Bank (CBU) stake by 27% in Q2 2026, buying an estimated $65.1K and bringing the position to 4,837 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #65.

Stone House Investment Management first reported a position in CBU in Q1 2019 and has held it in 14 quarters since. 281 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Stone House Investment Management held 4,837 shares of Community Bank worth $325K as of Q2 2026.
  • Stone House Investment Management bought 1,029 Community Bank shares in Q2 2026, an estimated $65.1K.
  • Community Bank made up 0.04% of Stone House Investment Management's portfolio in Q2 2026, its #65 holding.
  • Stone House Investment Management first reported a position in Community Bank in Q1 2019 and has held it in 14 quarters since.
  • 281 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.