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Strategic Financial Services’s Community Bank CBU Stock Holding History

Strategic Financial Services’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
Q1 		$509K Hold
8,686
– – 0.02% 101
2025
Q4 		$577K Sell
8,686
-126
-1% -$7.25K 0.03% 91
2025
Q3 		$517K Hold
8,812
– – 0.03% 90
2025
Q2 		$501K Sell
8,812
-223
-2% -$12.4K 0.03% 90
2025
Q1 		$514K Sell
9,035
-210
-2% -$13K 0.03% 86
2024
Q4 		$570K Hold
9,245
– – 0.03% 83
2024
Q3 		$537K Sell
9,245
-428
-4% -$24.5K 0.03% 87
2024
Q2 		$457K Hold
9,673
– – 0.03% 92
2024
Q1 		$465K Sell
9,673
-1,159
-11% -$54.1K 0.03% 86
2023
Q4 		$564K Hold
10,832
– – 0.04% 79
2023
Q3 		$457K Sell
10,832
-200
-2% -$9.48K 0.04% 86
2023
Q2 		$577K Hold
11,032
– – 0.04% 82
2023
Q1 		$579K Hold
11,032
– – 0.04% 83
2022
Q4 		$694K Hold
11,032
– – 0.06% 76
2022
Q3 		$663K Hold
11,032
– – 0.06% 81
2022
Q2 		$698K Hold
11,032
– – 0.06% 84
2022
Q1 		$774K Hold
11,032
– – 0.06% 81
2021
Q4 		$822K Buy
11,032
+203
+2% +$14.8K 0.06% 82
2021
Q3 		$741K Hold
10,829
– – 0.06% 79
2021
Q2 		$819K Hold
10,829
– – 0.07% 79
2021
Q1 		$831K Sell
10,829
-237
-2% -$17K 0.07% 78
2020
Q4 		$690K Buy
11,066
+1,432
+15% +$87.9K 0.06% 85
2020
Q3 		$525K Sell
9,634
-70
-0.7% -$4.03K 0.05% 88
2020
Q2 		$553K Hold
9,704
– – 0.06% 81
2020
Q1 		$571K Buy
9,704
+2,060
+27% +$134K 0.08% 81
2019
Q4 		$542K Hold
7,644
– – 0.06% 102
2019
Q3 		$472K Hold
7,644
– – 0.06% 107
2019
Q2 		$503K Sell
7,644
-9,483
-55% -$607K 0.07% 102
2019
Q1 		$1.02M Buy
17,127
+7,365
+75% +$454K 0.14% 93
2018
Q4 		$569K Buy
+9,762
New +$590K 0.09% 98

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Strategic Financial Services's CBU Position: Q1 2026 in Review

Strategic Financial Services held its Community Bank (CBU) position steady in Q1 2026 at 8,686 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #101.

Strategic Financial Services first reported a position in CBU in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.02M in Q1 2019. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • Strategic Financial Services held 8,686 shares of Community Bank worth $509K as of Q1 2026.
  • Strategic Financial Services left its Community Bank share count unchanged in Q1 2026.
  • Community Bank made up 0.02% of Strategic Financial Services's portfolio in Q1 2026, its #101 holding.
  • Strategic Financial Services first reported a position in Community Bank in Q4 2018 and has held it in 30 quarters since.
  • Strategic Financial Services's Community Bank position peaked at $1.02M in Q1 2019.
  • 264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.